Advisor at JQR Capital Management, 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
JQR Capital Management, LLC
Location
West Hartford, CT
Credentials
CFA®, Series 65, Series 66
Industry experience
19 years
James Rice is a CFA® charterholder with 19 years of industry experience and is the sole advisor at JQR Capital Management, LLC, an independent advisory firm based in West Hartford, CT. He has led JQR Capital Management since 2014. Outside of his advisory work, he coaches Alpine skiing on weekends during the season at Butternut Basin, Inc. in Great Barrington, MA. JQR Capital Management serves individual investors, employer plan sponsors, and institutional clients by providing discretionary investment management, financial planning, and employee benefit plan consulting. The firm uses a client-specific investment policy with a primarily passive asset-allocation approach supplemented by active fundamental research.
Based on JQR Capital Management, LLC
Based on JQR Capital Management, LLC
Project Based Financial Planning Fixed Fee: $1,000 to $3,500 depending on family size and engagement length; digital prices at 50% discount
$0 - $10: 2.25% $10 - $100: 2.00% $100 - $1,000: 1.75% $1,000 - $10,000: 1.50% $10,000 - $100,000: 1.25% $100,000 - $1,000,000: 1.00% $1,000,000 - $10,000,000: 0.75% $10,000,000 - $100,000,000: 0.50% $100,000,000 - $1,000,000,000: 0.25%
Financial Planning Hourly Fee: $250 per hour
Fee-only: Financial Planning Hourly Fee: $250 per hour
West Hartford, CT
Connecticut
JQR Capital Management, LLC
2014 - Present (12 years)
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Accountant / CPA / tax prep
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Bank
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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