Advisor at The Rice Partnership, LLC
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Firm
The Rice Partnership, LLC
Location
Honolulu, HI 96813
Credentials
Series 66
Industry experience
23 years
Cathy Tajiri is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Bank of Hawaii. She also has an affiliation with Wealthjar Investment Advisory, LLC. 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 customized, tax-aware, and long-term oriented investment programs, utilizing a core equity focus on companies with free cash flow and low turnover, active fixed-income management, and international allocations via low-cost ETFs.
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
Wealthjar Investment Advisory, LLC
2020 - Present (6 years)
The Rice Partnership, LLC
2020 - Present (6 years)
Bank Of Hawaii
2018 - 2020 (2 years)
Charles schwab Bank
2005 - 2018 (13 years)
Charles Schwab
2001 - 2018 (17 years)
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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
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
Honolulu, HI
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