After examining your Client Profile and reviewing it with you by phone, we’ll provide a personalized Recommendation to help you create your specific goals for building a nest egg, generating income, managing risk, conserving assets, and so on.
Our Advisory Planning Services are only available for investors with $250,000 or more in investable assets at T. Rowe Price or elsewhere. We invite all other investors to take full advantage of our complimentary education services.
The one-time fee for this service is $250. Please note that the fee will be waived for those with $500,000 or more in assets with T. Rowe Price or reimbursed for investors bringing at least $250,000 in new assets to