Diane Rice is a registered investment advisor at Read & Powell Financial Services, LLC, based in Elko, NV, with 20 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 517 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
491 Fifth Street, Elko, NV, 89801
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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 Activities
Diane works as a personal assistant for Ms. Winston, earning $35,000 per year. This activity takes about a quarter of Diane's time.
Employment History
Current Registrations
Read & Powell Financial Services, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
State Registrations1 state
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