Pricing & Engagement Structure
Rising Tide aims to provide scalable support, custom insights, and strategic partnership to advisory firms at every stage of growth.
Each engagement is built to enhance your investment process, strengthen client communication, and improve portfolio quality - without overwhelming your internal team.
How Investment Support Is Typically Priced
TAMP (Turnkey Asset Management Programs)
Most TAMPs charge based on assets under management.
For example, a $100 million RIA paying 20 basis points would incur approximately $200,000 per year in fees.
In-House Investment Leadership
Hiring a dedicated CIO or senior investment professional involves salary, bonus, and benefits.
According to Schwab's 2023 RIA Benchmarking Study, the total annual cost for this role averages approximately $367,000.
A Different Approach
Our flat-fee model is built around four levels of support, allowing you to align the depth of partnership with your firm's needs, with engagements starting at $1,000 per month.
Foundation
A strong starting point for firms looking to elevate their investment communication and benchmarking.
- Monthly benchmark reporting
- Quarterly market commentary
- Quarterly client education materials
Edge
For firms seeking more tailored insights and a more proactive investment dialogue.
Includes everything in Foundation, plus:
- Enhanced benchmark reporting
- Quarterly watchlist reports based on your holdings
- Ongoing access to strategy discussions throughout the year
Insight
For firms ready to deepen their investment process and introduce more customized portfolio oversight.
Includes everything in Edge, plus:
- Model portfolio evaluation, monitoring, and updates
- Customized IPS support
- More frequent and structured strategy collaboration
Strategic Partner
A fully integrated investment partnership for firms that want CIO-level support embedded in their business.
Includes everything in Insight, plus:
- Custom research projects
- Client and prospect meeting support
- On-demand analysis of portfolios and investment questions
- Investment committee support and documentation
- Direct collaboration on complex client situations
Next Step
Detailed pricing and scope are shared as part of an initial conversation to ensure the right fit. Engagements are structured as ongoing monthly relationships, with pricing aligned to the level of support and partnership. If you are interested in exploring how this could fit within your firm, the best next step is a brief conversation where we will walk through your current approach, identify areas of opportunity, and outline a clear path forward.