Brian Rice
Brian Rice is a registered investment advisor at Rice Wealth Management Group, INC., based in Fair Haven, NJ, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 140 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
731 River Road, Fair Haven, NJ, 07704
Get directionsHistory
Regulatory History (1)
Regulatory
November 2021Other Business ActivitiesSells Insurance
Brian owns a fishing charter business, Jersey Devil Charters and Guide Service, dedicating about 10-20% of his time. He is also involved in non-variable insurance, rental real estate, an independent RIA, and assists in obtaining health insurance through RW Benefit Solutions, LLC.
Employment History
Current Registrations
Rice Wealth Management Group, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.