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How does the advisor help clients – Key Takeaways:

99Rises INC. is a leading financial services company with a team of highly qualified and experienced advisors. They specialize in providing comprehensive financial solutions to individuals, businesses, and institutions. Their services are designed to help clients achieve their financial goals and make informed decisions about their money.

Facts and Insights

With over 20 years of experience in the industry, 99Rises INC. has successfully established itself as a trusted and reliable financial advisor. The company has a track record of helping clients grow their wealth, manage their investments, and plan for a secure financial future.

Assets Under Management, Number of Advisors and Time in Business

Assets Under Management $500 million
Number of Advisors 50
Time in Business 20 years

Financial Services Offered

99Rises INC. offers a range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. Through careful analysis and personalized strategies, their advisors help clients make the most of their wealth and achieve their financial objectives.

Client Types

99Rises INC. serves clients from various backgrounds and industries. They work with individuals, families, entrepreneurs, and corporations. Their team of advisors has the knowledge and expertise to address the unique financial challenges faced by different client types.

Fees & Compensation

99Rises INC. operates on a fee-only basis, which means they are paid directly by their clients for the services provided. This ensures transparency and eliminates any potential conflict of interest. They offer a variety of fee structures, including fixed, hourly, and project-based fees, depending on the needs and preferences of the client.


The 99Rises INC. team consists of highly qualified and experienced financial advisors with a diverse range of backgrounds and specialties. They are dedicated to providing personalized financial solutions and building long-term relationships with their clients. The company has a culture of continuous learning and development, ensuring that their advisors stay updated with the latest industry trends and regulations.

Financial Advisor Disclosures to Know

As a responsible financial advisor, 99Rises INC. adheres to all regulatory and compliance requirements. They have disclosed all potential conflicts of interest, fees, and any disciplinary actions on their website and during initial consultations with clients. This ensures transparency and builds trust with their clients.

Company Information

Main Office

Mail Office

Other Information

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