Rene Bardel
Rene Bardel is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 8 years of industry experience. Rene 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
4525 Painters Mill Road, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History (5)
Financial
January 2018Financial
January 2018Financial
January 2018Financial
September 2017Financial
August 2017Other Business Activities
Rene works as a bartender at Towson Tavern since January 2013. This takes about 10-20% of their time, but none during trading hours.
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Investment 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.