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
Series 65
Industry experience
13 years
Orest Saikevych is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Wealthjar Investment Advisory, LLC and has been with The Rice Partnership, LLC since 2013. Wealthjar Investment Advisory provides discretionary investment management along with individual financial planning and estate-planning coordination to a diverse client base that includes both high-net-worth and non-high-net-worth individuals. The firm primarily uses exchange-traded funds across various strategies and integrates ongoing financial-planning and estate-plan coordination with third-party attorneys.
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
2013 - Present (13 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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