T. Rowe Price Advisory Services Review


T. Rowe Price Advisory Services, founded 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 $254.92 million and provides investment advisory services for 24,571 clients (1:1069 advisor/client ratio).

Fees may vary. Please contact advisor.

Benefits


  • No disciplinary history
  • Firm services over 1,000 clients
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not accept performance-based fees
  • Firm doesn’t perform side-by-side management

Considerations


  • Been in business only 17 years
  • Works with a lesser-known custodian
  • Firm is a broker-dealer or is affiliated with one and may be subject to compensation-related conflicts of interest
  • Firm has less than $1B in assets under management
  • Firm has a low advisor to client ratio

Managed Investing

Trust Score
82
info_outline

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 $254.92 million
Advisor / Client Ratio 1:1069


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