Lisa Naugle
Lisa Naugle is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Colorado Springs, CO, with 8 years of industry experience. Lisa 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
2220 Briargate Parkway, Financial Center Two, Colorado Springs, CO, 80920
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Regulatory History
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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Lisa works as a dancer/instructor at Dance Wonderland, dedicating a few hours per week. She also owns an unincorporated business providing woodworking, construction, and landscaping services, spending minimal time on it.
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.
T. Rowe Price Investment Services, INC.Broker
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.