Chiquita Rice
Chiquita Rice is a registered investment advisor at Osaic Wealth, INC., based in Needham Heights, MA, with 11 years of industry experience. Chiquita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
140 Gould St, Needham Heights, MA, 02494
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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 ActivitiesSells Insurance
Chiquita is a board member for Shelter Music Boston, dedicating minimal time. She also works as an independent career agent for United Health Care selling medicare plans, taking about a quarter of her time, and is the President of Monarch Investment Advisors, dedicating nearly full-time hours to providing financial advice.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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