For clients with $3 million+ to invest
We offer discretionary asset management services for clients who want their assets
professionally managed in a separate portfolio.
Preferred Services
For clients with at least $100,000 at T. Rowe Price*
- Save on a variety of annual account fees
- Free Morningstar.com Premium Membership
- In-depth semiannual portfolio analysis report
Personal Services
For clients with at least $250,000 at T. Rowe Price*
- Discounted online Brokerage trades
- Access to Personal Services Client Managers
- Premium analyst ratings and estimates powered by MarketWatch
Enhanced Personal Services
For clients with at least $1,000,000 at T. Rowe Price*
- Free Advisory Planning Services
- Access to The Wall Street Journal Online
- Personalized assistance with complex financial transactions
For more information about these programs, call a Select Client Services Specialist at 1-800-537-1098.
*Qualifying assets consist of T. Rowe Price mutual fund, Brokerage, variable annuity, and trust accounts. Assets held in estate, corporate, and 401(k) accounts and 529 plans are excluded.
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