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CFP
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CFP

Steven Page

T. Rowe Price Advisory Services, INC.
15 Years of Experience
Fairfax, VA
Broker
View SEC Summary
View SEC Summary

Steven Page is a CFP-designated registered investment advisor at T. Rowe Price Advisory Services, INC., based in Fairfax, VA, with 15 years of industry experience. Steven 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.

T. Rowe Price Advisory Services, INC.
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
—
View Full SEC Brochure

Location

12000 Government Center Parkway, Suite 270, Fairfax, VA, 22035

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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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Other Business Activities

Steven is a board member of the budget committee for The Chastleton Cooperative Association since November 2024. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
April 2021 - Present · 5 yrs 6 mos
T. Rowe Price Advisory Services, INC.
April 2021 - Present · 5 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.
February 2019 - January 2021 · 1 yr 11 mos
TD Ameritrade Investment Management, LLC
February 2019 - December 2020 · 1 yr 10 mos
TD Ameritrade, INC.Broker
February 2019 - January 2021 · 1 yr 11 mos
T. Rowe Price Advisory Services, INC.
March 2012 - February 2019 · 6 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
November 2010 - February 2019 · 8 yrs 3 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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