Andrew Rice is a registered investment advisor at Algorithmic Investment Models, based in Boston, MA, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 257 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Actual fees will vary, and some fees could be waived depending on the agreement with the client.
Fee Estimator
Location
125 Newbury St, 4th Floor, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a shareholder and emeritus consultant at Bolster Mission Consulting, Inc., which provides strategic planning and data analysis services to non-profit corporations. He dedicates minimal time to providing pro bono advice and analytical services.
Employment History
Current Registrations
Algorithmic Investment Models
Previous Registrations
Algorithmic Investment Models, LLC
State Registrations1 state
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