Rice Financial Consulting is compensated via a fee share from the advisers to which it directs clients. The fees shared will not exceed any limit imposed by any regulatory agency. The annual fee schedule is based on assets and is contingent on the asset mix determined by the Third Party. Final fee schedule will be reflected in the client contract. RFCI's fees are negotiable. Clients are responsible for the payment of all third party fees (i.e. custodian fees, brokerage fees, mutual fund fees, transaction fees, etc.).
300 E. Main Street, Los Gatos, CA, 95030
Get directionsStephen serves on the board and as treasurer of the Los Gatos Monte Sereno Police Foundation, a charitable organization. He spends minimal time on these activities.