AS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
420 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
This service charges an advisory fee based on the assets managed in the Discretionary Management portion of the service. Financial planning and retirement income planning are included and do not incur separate fees. The Financial Planning portion of the Service generally requires a minimum of $250,000 in aggregate investable assets. The Discretionary Management portion of the Service requires an initial minimum investment of $250,000 per household.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information
Office location
Hudson, FL
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
September 2010 - Present · 15 yrs 4 mos
T. Rowe Price Investment Services, INC.
November 2009 - Present · 16 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
November 2009 - Present · 16 yrs 2 mos
Previous Registrations
Franklin/templeton Distributors, INC.Broker
January 2007 - December 2007 · 11 mos
Templeton/franklin Investment Services,inc.Broker
August 2005 - December 2007 · 2 yrs 4 mos
Templeton/franklin Investment Services,inc.Broker
April 2002 - February 2004 · 1 yr 10 mos
Franklin/templeton Distributors, INC.Broker
November 1999 - April 2002 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.