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How does the advisor help clients – Key Takeaways:
RICE FINANCIAL CONSULTING, INC. specializes in providing financial consulting services to individuals, families, and businesses. They offer personalized and comprehensive financial solutions to help their clients achieve their financial goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance solutions.
- Provides personalized and customized financial solutions tailored to each client’s unique needs and goals.
- Combines expertise in finance and investment management with a deep understanding of their clients’ values, priorities, and goals.
- Uses a holistic approach to financial planning, taking into account all aspects of their clients’ financial lives.
- Strives to build long-term relationships with clients based on trust, transparency, and open communication.
Facts and Insights
RICE FINANCIAL CONSULTING, INC. has been in business since 1998 and is headquartered in New York City. They have a team of experienced and knowledgeable advisors who are dedicated to providing the best financial advice and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 23 years |
Financial Services Offered
RICE FINANCIAL CONSULTING, INC. offers a comprehensive range of financial services to help their clients achieve their financial goals and secure their financial future. Their services include:
- Investment management and portfolio construction
- Retirement planning and income distribution strategies
- Tax planning and minimization strategies
- Estate and legacy planning
- Insurance solutions, including life, disability, and long-term care
Client Types
RICE FINANCIAL CONSULTING, INC. serves a diverse range of clients, including:
- Individuals and families seeking financial planning and investment management services
- Business owners and entrepreneurs looking for retirement planning and business succession strategies
- High-net-worth individuals and families with complex financial needs
Fees & Compensation
RICE FINANCIAL CONSULTING, INC. charges a fee for their services, which can be based on a percentage of assets under management, an hourly rate, or a flat fee. The exact fee structure varies depending on the services provided and the complexity of the client’s financial situation. They do not receive any commissions or third-party payments, ensuring that their advice is unbiased and in the best interest of their clients.
Background
RICE FINANCIAL CONSULTING, INC. was founded by John Rice, a highly experienced and qualified financial advisor with over 30 years of experience in the financial industry. John is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), which are widely recognized as two of the most prestigious certifications in the financial industry. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and adheres to their strict fiduciary standards.
Financial Advisor Disclosures to Know
RICE FINANCIAL CONSULTING, INC. has a clean record with no disciplinary actions or regulatory violations. They have a fiduciary duty to act in the best interest of their clients and do not have any conflicts of interest that could compromise the advice and services they provide. They are committed to maintaining the highest standards of ethical and professional conduct.