Assets Under Management
$230.7M
Number of Clients
348
Number of Advisors
4
Average Client AUM
$663K
AUM per Advisor
$57.7M
Compensation
Fee-Only (AUM)
Rice Financial Consulting, Inc. offers manager supervisory services, directing clients to third-party investment advisers. They work with Matson Money to provide mutual fund and annuity allocations. The firm operates as a fiduciary, prioritizing client interests and disclosing conflicts. RFCI does not hold client funds directly.
300 E. Main Street, Los Gatos, CA, 95030