When it comes to financial advising, one company that stands out is RICE HALL JAMES & ASSOCIATES LLC. With a team of experienced professionals and a wealth of resources at their disposal, this firm consistently helps clients achieve their financial goals. From its impressive assets under management to its diverse range of services, there are plenty of reasons to consider RICE HALL JAMES & ASSOCIATES LLC as a top choice for financial advice.
How does the advisor help clients – Key Takeaways:
At RICE HALL JAMES & ASSOCIATES LLC, the team of advisors act as trusted partners and financial experts for their clients. They take the time to understand each client’s unique financial situation and goals, and then develop personalized strategies to help them achieve success. With their vast experience and comprehensive resources, they are able to offer a wide range of financial services and guide clients through various financial decisions.
Facts and Insights
Founded in 1986, RICE HALL JAMES & ASSOCIATES LLC has an illustrious history of helping clients reach their financial goals. With a team of over 200 advisors and professionals, this firm has a solid foundation for providing top-notch financial services. According to their latest reports, they have over $57 billion in assets under management, solidifying their position as a well-established firm in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $57 billion | 200+ | 35 |
Financial Services Offered
RICE HALL JAMES & ASSOCIATES LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Their services include retirement planning, investment management, tax planning, estate planning, and more. With a team of experienced professionals and a vast network of resources, they are able to provide expert advice and guidance in all areas of personal and business finance.
Client Types
RICE HALL JAMES & ASSOCIATES LLC caters to a diverse range of clients, including high-net-worth individuals, business owners, and families. They also work with institutional clients, providing them with institutional investment management and financial planning services. Their client-centric approach allows them to tailor their services to meet the unique needs and goals of each client.
Fees & Compensation
Client fees at RICE HALL JAMES & ASSOCIATES LLC are based on a percentage of assets under management, typically ranging from 0.75% to 1.25%. This fee structure aligns their interests with those of their clients, as their compensation is tied to the success of their clients’ portfolios. They are transparent about their fees and follow a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
Background
RICE HALL JAMES & ASSOCIATES LLC was founded in 1986 by entrepreneurs Chuck Rice and Harry H. James, with the goal of providing high-quality financial services to individuals and businesses. Today, the firm is still privately owned and operated, maintaining its dedication to personalized advice and exceptional client service. Their team of seasoned professionals brings a wealth of experience and expertise to the table, ensuring that clients receive the best possible financial advice and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, RICE HALL JAMES & ASSOCIATES LLC operates under a strict set of rules and regulations set by the Securities and Exchange Commission (SEC). They are obligated to disclose certain information to their clients, including any potential conflicts of interest or disciplinary actions. This transparent approach allows clients to make well-informed decisions and trust in the services provided by the firm.