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CFA

Mark Whiskeyman

T. Rowe Price Associates, INC.
26 Years of Experience
Bel Air, MD
Broker
View SEC Summary
View SEC Summary

Mark Whiskeyman is a CFA-designated registered investment advisor at T. Rowe Price Associates, INC., based in Bel Air, MD, with 26 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B in assets under management.

T. Rowe Price Associates, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
6,887 clients
Average Client Portfolio
$318.9M average
Assets Under Management
$2196.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.

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

Bel Air, MD

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History

Regulatory 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.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
April 2017 - Present · 9 yrs 6 mos
T. Rowe Price Investment Services, INC.
March 2011 - Present · 15 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
March 2009 - March 2011 · 2 yrs
Lincoln Financial Advisors Corporation
March 2009 - March 2011 · 2 yrs
Legg Mason Capital Management INC
December 2007 - November 2008 · 11 mos
Clearbridge Advisors, LLC
March 2006 - December 2007 · 1 yr 9 mos
Legg Mason Investor Services, LLCBroker
December 2005 - November 2008 · 2 yrs 11 mos
Legg Mason Wood Walker INC
August 2002 - December 2005 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2002 - December 2005 · 3 yrs 4 mos
H&r Block Financial Advisors, INC.Broker
July 1999 - March 2002 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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