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 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.