Advisor at The Rice Partnership, LLC
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
The Rice Partnership, LLC
Location
Honolulu, HI 96813
Credentials
CFA®
Industry experience
2 years
Brian Tokuuke is a CFA® charterholder with two years of industry experience. He has worked at The Rice Partnership, LLC since 2024 and previously spent nine years at First Hawaiian Bank. The Rice Partnership serves individuals, 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 offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.
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
The Rice Partnership, LLC
2024 - Present (2 years)
First Hawaiian Bank
2014 - 2023 (9 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
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
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