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Robert Skaare

29 Years of Experience
Owings Mills, MD
1 DisclosureBroker

Robert Skaare is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 29 years of industry experience. Robert 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
Fee-Only (% of Portfolio)
Firm Size
500 advisors
Number of Clients
13,517 clients
Average Client Portfolio
$436K average
Assets Under Management
$5.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Four Financial Center, 4525 Painters Mill Road, Owings Mills, MD, 21117

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History

Regulatory History (1)
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Customer Dispute
November 2007
Denied
Other Business Activities

Robert is a contractor/referee for the Southeastern Hockey Officials Association since 2022. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
April 2019 - Present · 7 yrs 6 mos
T. Rowe Price Investment Services, INC.
February 2012 - Present · 14 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
T. Rowe Price Associates, INC.
February 2018 - April 2019 · 1 yr 2 mos
T. Rowe Price Advisory Services, INC.
February 2012 - June 2013 · 1 yr 4 mos
Charles Schwab & CO., INC.
June 2004 - January 2012 · 7 yrs 7 mos
Charles Schwab & CO., INC.Broker
January 1999 - January 2012 · 13 yrs
Dean Witter Reynolds INC.Broker
June 1997 - October 1998 · 1 yr 4 mos
John Hancock Distributors, INC.Broker
August 1996 - June 1997 · 10 mos
John Hancock Mutual Life Insurance CompanyBroker
August 1996 - May 1997 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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