AR
AR

Andrew Philip Rice

4 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$611K average
Assets Under Management
$156.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

125 Newbury St, 4th Floor, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Algorithmic Investment Models, LLC
July 2021 - February 2025 · 3 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.