T. Rowe Price Advisory Services Review


Trust Score 82%
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T. Rowe Price Advisory Services, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 23 advisors. T. Rowe Price Advisory Services manages $255 million and provides investment advisory services for 24,571 clients (1:1069 advisor/client ratio).

Fees may vary. Please contact advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm services over 1,000 clients
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 1069 clients (industry average 1:50)
  • Firm has less than $1B in assets under management

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact advisor.
Minimum Investment $1,000
Minimum Annual Fee $0
Average Account AUM $10,374
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $255 million
Advisor / Client Ratio 1:1069
Headquarters Baltimore, MD
SEC Filings Forms and Brochures


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