Advisor at The Rice Partnership, LLC
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Firm
The Rice Partnership, LLC
Location
Honolulu, HI 96813
Credentials
ChFC®, Series 63
Industry experience
20 years
Bonnie Rice is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, holding the ChFC® designation and Series 63 license. She has 20 years of industry experience and has been with The Rice Partnership, formerly GBR Wealth Management, since 2005. The Rice Partnership serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with customized programs focusing on core equity, active fixed-income management, and international allocations, complemented by satellite strategies and third-party manager relationships.
Based on The Rice Partnership, LLC
Based on The Rice Partnership, LLC
Estate planning projects fee: $1,000; negotiable for accounts over $1,000,000
Less than $5,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable Up to $5,000,000 - $5,000,000: 0.60% $5,000,001+: Negotiable All Assets+: 1.00% All DST Investments (Delaware Statutory Trust)+: 0.60% annually
Fee-only: Estate planning projects fee: $1,000; negotiable for accounts over $1,000,000
1099 Alakea Street, Suite 2510
Honolulu, HI 96813
Hawaii · Texas
The Rice Partnership, LLC fka GBR Wealth Management, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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