AV
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Alexander Vahsen

11 Years of Experience
Broker

Alexander Vahsen is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Baltimore, MD, with 11 years of industry experience. Alexander 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

1307 Point Street, Baltimore, MD, 21231

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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 Advisory Services, INC.
November 2014 - Present · 11 yrs 5 mos
T. Rowe Price Investment Services, INC.
October 2014 - Present · 11 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
October 2014 - Present · 11 yrs 6 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.
Alexander Vahsen - Financial Advisor | TrueAdvisor