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Dennis Elliott

27 Years of Experience
Owings Mills, MD
1 DisclosureBroker

Dennis Elliott is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 27 years of industry experience. Dennis 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

4515 Painters Mill Road, Owings Mills, MD, 21117

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History

Regulatory History (1)
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Criminal
July 1992
Final Disposition
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
February 2009 - Present · 17 yrs 8 mos
T. Rowe Price Investment Services, INC.
January 1999 - Present · 27 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
March 2007 - December 2008 · 1 yr 9 mos
State Registrations1 state
MD
AdvisorBrokerBoth

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
No exam information available for this advisor.
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