T. Rowe Price Investment Management (Price IM) offers discretionary investment advisory services, selecting securities consistent with client guidelines. They manage separate accounts, registered funds, and collective investment funds. Price IM also serves as a subadviser to mutual funds. They do not engage in litigation on a client’s behalf. Price IM may provide training and educational services to clients and prospects.
Fee Structure
Price IM's investment advisory fees are calculated as a percentage of the value of your portfolio. These fees may be negotiable based on factors like your circumstances, relationship history, asset levels, service needs, portfolio complexity, or investment program. Price IM may choose to waive fees or aggregate assets across multiple accounts to lower the effective fee rate. They generally bill clients after the quarter ends, based on portfolio valuations.