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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Raemaeker Rice is an Investment Advisor Representative associated with Aldrich Wealth LP, a firm located in Lake Oswego, Oregon. Nicole is licensed in both Oregon and Texas. Nicole has experience in portfolio management for individuals and businesses, as well as financial planning, and pension consulting. Nicole's firm has a broad range of clients, including high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Nicole has been with Aldrich Wealth LP since September 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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01/06/2020 - Present
Aldrich Wealth LP (LAKE OSWEGO OR)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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