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 directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Dorothy spends minimal time per month doing bookkeeping for a dentist. Rice Financial Consulting, Inc. always acts in the best interest of the client.