Dale Rice is a CFP-designated registered investment advisor at Intentional, based in Fort Mill, SC, with 29 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 400 clients with $180M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Depending on client specific factors, Intentional may reduce its annual fee, account size, or amend the fee schedule.
Fee Estimator
Location
850 Bee Balm Trail, Fort Mill, SC, 29708
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dale sells fixed insurance under the name Prime Wealth Management and is a part owner of Rice Financial, LLC, established to facilitate securities, advisory, and insurance business. Dale spends nearly full-time hours on activities related to Rice Financial, LLC.
Employment History
Current Registrations
Intentional
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Allfirst Brokerage CorporationBroker
First Union Brokerage Services, INC.Broker
First Maryland Brokerage CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.