T. Rowe Price Associates is a global investment management firm that provides discretionary and non-discretionary investment advisory services to institutional and individual investors worldwide. The firm offers a wide range of active management strategies, including U.S., global, and international equity and fixed income mandates. Through its Private Asset Management group, T. Rowe Price Associates offers balanced, equity, and fixed income investment management services tailored to high-net-worth individuals, trusts, endowments, and foundations. Additionally, the firm provides managed account programs, model portfolios to third-party financial intermediaries, and specialized services like the Personalized Retirement Manager for qualified retirement plan participants. T. Rowe Price Associates utilizes a substantial internal research platform combining macroeconomic analysis, fundamental company research, and quantitative tools to construct and manage client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $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.