T. Rowe Price Advisory Services, Inc. manages investment portfolios and provides financial planning services for individual investors. The firm offers a range of services including investment management, retirement planning, tax strategies, estate planning, and education funding. T. Rowe Price Advisory Services, Inc. tailors its investment strategies to individual client goals, risk tolerance, and financial situations.
Assets Under Management$9.5M
Clients72
Advisors1
Avg. per Client$130K
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee of 0.50% applies to the value of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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