AG
AG

Alana Gaither

8 Years of Experience
Akron, OH
Broker

Alana Gaither is a registered investment advisor at T. Rowe Price Associates, INC., based in Akron, OH, with 8 years of industry experience. Alana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
6,887 clients
Average Client Portfolio
$318.9M average
Assets Under Management
$2196.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

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.

Learn about disclosures →
Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2020 - Present · 6 yrs 8 mos
T. Rowe Price Investment Services, INC.
January 2020 - Present · 6 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Meeder Asset Management, INC.
July 2019 - December 2019 · 5 mos
Meeder Investment Management, INC.Broker
May 2019 - December 2019 · 7 mos
Money Concepts Capital CORPBroker
June 2018 - May 2019 · 11 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.
More Advisors