Jason Bandel
Jason Bandel is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Colorado Springs, CO, with 19 years of industry experience. Jason 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
Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920
Get directionsHistory
Regulatory History (1)
Criminal
April 1998Other Business Activities
Jason assists his wife with designs and sales of apparel through a print-on-demand hobby, spending a few hours per week. He also coaches a U15 girls soccer team, dedicating about 10% of his time to this activity.
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
T. Rowe Price Advisory Services, INC.
State Registrations53 states
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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