Brian Tokuuke is a CFA-designated registered investment advisor at The Rice Partnership, LLC, based in Honolulu, HI, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 377 clients with $790M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable. Fixed income only accounts have a 0.60% annual fee up to $5,000,000, and negotiable for amounts above that. ETF asset allocator only accounts have a 1.00% annual fee on all assets.
Fee Estimator
Location
1099 Alakea Street, Suite 2510, Honolulu, HI, 96813
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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 →Employment History
Current Registrations
Wealthjar Investment Advisory, LLC
The Rice Partnership, LLC
State Registrations1 state
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