Rice Financial Consulting, INC.

Fee-Only (% of Portfolio)

Rice Financial Consulting (RFCI) helps individuals, high net worth individuals, charities, pension plans, and corporations by selecting third-party investment advisors to manage their assets. RFCI shares in the fees paid to these advisors. RFCI does not hold client funds directly; a third-party custodian handles those transactions. RFCI works with Matson Money to provide mutual fund and annuity allocations.

Assets Under Management$230M
Clients348
Advisors4
Avg. per Client$660K
Avg. per Advisor$58M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Rice Financial Consulting (RFCI) does not directly manage your investments. Instead, they recommend third-party investment advisors, such as Matson Money, to manage your money. RFCI is paid a portion of the fees you pay to the third-party advisor. The total annual fee you pay, including both RFCI's fee and the third-party advisor's fee, can range from 0.60% to 1.50% of your assets, depending on the amount you invest. RFCI's portion of the fee is negotiable.

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Location

4 Advisors at this firm

Rice Financial Consulting, INC. | TrueAdvisor