Rice Financial Consulting provides supervisory and advisory services, primarily by helping clients select and coordinate with third-party investment managers like Matson Money to build mutual fund and annuity portfolios. Operating as a registered investment advisor, Rice Financial Consulting works with individuals, high-net-worth individuals, pensions, charities, and corporations. The firm relies on modern portfolio theory for its investment philosophy, focusing on long-term holding strategies. While Rice Financial Consulting does not manage trades directly or hold client funds, it coordinates portfolio allocations based on each client's individual risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Total fees include Rice Financial Consulting's fee plus a third-party manager fee of up to 0.50% contingent on asset mix. Fees are negotiable.