Enhanced Personal Services
For clients with at least $1,000,000 at T. Rowe Price*
- All Personal Services
benefits - plus:
- Personalized assistance with setting up required minimum IRA distributions
- Waived fees for T. Rowe Price Advisory Planning Services
- Complimentary subscription to The Wall Street Journal online
Download a summary of Enhanced Personal Services Benefits
We make qualifying for the many benefits of Select Client Services even easier through our Household Recognition program.
Household Recognition automatically recognizes members of your household who have a qualifying T. Rowe Price investment relationship and your collective assets towards qualification for our premium Select Client Services programs.
*Qualifying investments consist of T. Rowe Price mutual fund, Brokerage account, variable annuity, and T. Rowe Price College Savings Plan accounts that are directly owned; trust accounts for which you are a trustee; and UGMA/UTMA, T. Rowe Price College Savings Plan, and Education Savings Accounts for which you are a custodian. Assets held in a