Jarrod Rice is a registered investment advisor at Essential Investing, based in Phoenix, AZ. Jarrod 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 92 clients with $54M 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 $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.88% |
| $5M+ | 0.75% |
Fees may be discounted at the discretion of the firm's Chief Executive Officer.
Fee Estimator
Location
13802 N 32nd St #14, Phoenix, AZ, 85032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Essential Investing
State Registrations1 state
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