Richard Sweeney
Richard Sweeney is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Colorado Springs, CO. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.
Fee Estimator
Location
2220 Briargate Parkway, Colorado Springs, CO, 80920
Get directionsHistory
Regulatory History (1)
Criminal
January 2014Employment 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.
Exams
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