Joseph Ausmus
Joseph Ausmus is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Colorado Springs, CO, with 1 years of industry experience. Joseph 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, Colorado Springs, CO, 80920
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2023Other Business Activities
Joseph is a real estate agent and owner/operator of Joseph Ausmus Real Estate LLC, dedicating about 10-20% of his time to this. He also runs a digital marketing business as a sole proprietor and works as a laborer for a temporary employment agency.
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.