EH
EH

Erin Hogan

21 Years of Experience
Owings Mills, MD
1 DisclosureBroker

Erin Hogan is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 21 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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Location

Two Financial Center, 4545 Painters Mill Road, Owings Mills, MD, 21117

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History

Regulatory History (1)
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Judgment / Lien
May 2018
Other Business Activities

Erin is the treasurer of Elite Concrete Solutions, a family construction business, spending a few hours per week on billings and taxes. She also owns 100% of EMH Associates LLC, a family business managing real estate rentals, dedicating minimal time to it.

Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
November 2018 - Present · 7 yrs 6 mos
T. Rowe Price Investment Services, INC.
November 2018 - Present · 7 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
AXA Advisors, LLC
August 2015 - July 2018 · 2 yrs 11 mos
AXA Advisors, LLCBroker
August 2015 - July 2018 · 2 yrs 11 mos
LPL Financial LLC
March 2009 - August 2015 · 6 yrs 5 mos
LPL Financial LLCBroker
December 2007 - August 2015 · 7 yrs 8 mos
E*trade Securities LLCBroker
April 2007 - December 2007 · 8 mos
Fsc Securities CorporationBroker
June 2005 - October 2006 · 1 yr 4 mos
J. P. Morgan Invest, LLCBroker
November 2003 - November 2004 · 1 yr
S.G. Long & CompanyBroker
December 2002 - April 2003 · 4 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.
Erin Hogan - Financial Advisor | TrueAdvisor