The Rice Partnership, LLC

The Rice Partnership, LLC is a Registered Investment Advisor Firm established in July 2005, with its main office in Honolulu, Hawaii. The firm offers a range of investment advisory services tailored to clients' objectives, including investment strategies, financial planning, estate planning, and ongoing portfolio monitoring. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients have the option of granting discretionary authority for transactions, allowing the firm to act on their behalf without prior approval. The firm does not participate in a wrap fee program and has assets under management totaling $785,826,384 as of December 31, 2024. There is no minimum account size, but the firm may decline clients with smaller portfolios. Fee structures are tiered based on assets under management, with annual fees ranging from 0.60% to 1.00%. The firm's investment strategies include core equity, active fixed income management, international ETF portfolios, and ESG investing. The Rice Partnership, LLC discloses potential conflicts of interest related to client referrals and compensation from third parties. Clients receive regular account reviews and reports, and the firm undergoes annual surprise custody audits to ensure compliance with regulations. The firm emphasizes transparency and compliance with fiduciary responsibilities.