Advisor at Rice Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rice Wealth Management Group, Inc.
Location
Fair Haven, NJ 07704
Credentials
Series 63, Series 65
Industry experience
34 years
Brian Rice is the owner and investment advisor at Rice Wealth Management Group, Inc. in Fair Haven, NJ, with 34 years of industry experience. He previously worked at Raymond James Financial Services for over 20 years. Outside of financial advising, Rice operates a fishing charter business, Jersey Devil Charters and Guide Service, based in Fair Haven. Rice Wealth Management Group, Inc. provides discretionary portfolio management and selection-of-advisor services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory methods, managing accounts on a discretionary basis and tailoring portfolios to client goals, risk tolerance, and time horizon.
Based on Rice Wealth Management Group, Inc.
$0 - $250,000: 2.00% $250,001 - $750,000: 1.50% $750,001 - $1,500,000: 1.25% $1,500,001 - And Up: 1.00%
Commissions from sale of insurance products by Brian Jerome Rice; fees shared from third-party advisors (e.g., Raymond James) with total fees up to 2.00%
731 River Road
Fair Haven, NJ 07704
Florida · New Jersey · New York · Pennsylvania
Rice Wealth Management Group, Inc.
2020 - Present (6 years)
Rice Wealth Management Group, Inc.
2020 - Present (6 years)
Twinlights Trading Llc
2019 - Present (7 years)
Jersey Devil Charters And Guide Service
2017 - Present (9 years)
Raymond James Financial
2009 - 2020 (11 years)
Raymond james Financial Services, Inc.
1999 - 2020 (21 years)
Rice Wealth Management Group, Inc.
1995 - Present (31 years)
Twinlights Financial Group
1995 - 2020 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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