Assets Under Management
$3.9B
Number of Clients
10,014
Number of Advisors
420
Average Client AUM
$386K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)
The T. Rowe Price Retirement Advisory Service provides ongoing fee-based financial planning, retirement income planning, discretionary investment management, and access to a financial advisor. Financial planning requires $250,000 in investable assets. Discretionary management requires a $250,000 minimum investment per household.
4515 Painters Mills Road, Owings Mills, MD, 21117