T. Rowe Price Advisory Services, INC.
Assets Under Management
$3.9B
Number of Clients
10,014
Number of Advisors
420
Average Client AUM
$386K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)
About This Firm
T. Rowe Price Retirement Advisory Service offers ongoing fee-based financial planning, retirement income planning, and discretionary investment management. Clients receive a goals-based financial plan, a model portfolio of T. Rowe Price funds, and access to a financial advisor supported by a digital experience. The service requires a minimum of $250,000 in investable assets.
Fee Structure
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
Location
4515 Painters Mills Road, Owings Mills, MD, 21117