Risemint

DBA: Coretactic Strategies

32186 CASTLE COURT, Evergreen, Colorado 80439

SEC CRD#289567
Last ADV filed: 04/29/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

No Conflicts Detected

Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.

Fee Structure

AUM-Based Fee3.00%of assets under management
Hourly Rate$250 per hourper hour

Detailed Fee Schedule

herein will not exceed the industry standard of excessive fees, which is 3% of assets under management. Other Compensation Our IARs receive no additional compensation. RCA ADV Part 2A November 24 Page 13 of 24

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.

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