Andrew Heiges
Andrew Heiges is a CFP-designated registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 26 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.
Fee Estimator
Location
4515 Painters Mill Road, Owings Mills, MD, 21117
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Regulatory History
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.
T. Rowe Price Investment Services, INC.
T. Rowe Price Investment Services, INC.Broker
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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