The Rice Partnership offers investment advisory services tailored to client objectives, including investment strategies, financial planning, estate planning, investment policy statements, ongoing portfolio monitoring, and capital needs analysis. They may recommend third-party investment advisors. Estate planning assistance is offered in coordination with third-party service providers. The Rice Partnership also assists clients in obtaining securities-backed loans.
Assets Under Management$790M
Clients377
Advisors10
Avg. per Client$2.1M
Avg. per Advisor$79M
www.youtube.com/channel/uclvl_rfa4tnjuzikizidb9q ·www.thericepartnership.com ·www.linkedin.com/company/thericepartnership
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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