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Andrew Rice

25 Years of Experience
BrokerSells Insurance

Andrew Rice is a registered investment advisor at Ameritas Advisory Services, LLC, based in Saint Libory, NE, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:

  • Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
  • Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
  • Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
  • Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
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Location

1845 6th Rd, Saint Libory, NE, 68872

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew is licensed as an independent insurance agent selling fixed insurance products through Rice Investment Resources since 2007, dedicating about a quarter of his time, and spends additional time trading. He is also an employee of Midwest Pyrotechnics, LLC, setting up and setting off firework displays, which takes a few hours per week.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 5 mos
Ameritas Investment Company, LLCBroker
October 2007 - Present · 18 yrs 6 mos
Previous Registrations
Ameritas Advisory Services
February 2008 - November 2021 · 13 yrs 9 mos
National Investor Services CORP.Broker
February 2006 - August 2007 · 1 yr 6 mos
Icapital Markets LLCBroker
September 2002 - August 2003 · 11 mos
Datek Online Financial Services LLCBroker
September 2002 - September 2002 · 0 mos
TD Ameritrade Clearing, INC.Broker
April 2000 - October 2007 · 7 yrs 6 mos
State Registrations23 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.