Advisor at The Rice Partnership, LLC
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Firm
The Rice Partnership, LLC
Location
Honolulu, HI 96813
Credentials
Series 63, Series 66
Industry experience
33 years
Steven Schoenfeld is a financial advisor at The Rice Partnership, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, he provides consulting services to the board of Delta Tau Alumni LLC, assisting with the management of the fraternity's investment assets. 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 employs a tax-aware, long-term investment approach and supplements 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
California · Hawaii
The Rice Partnership, LLC
2024 - Present (2 years)
RETIRED
2024 - 2024 (1 year)
RETIRED
2023 - 2024 (1 year)
TD ameritrade
2011 - 2023 (12 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
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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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