Consider our advisory services if you need help with investing for retirement or other goals. We have industry leading investment experts who oversee the investment advice. You can choose from a range of services including having our experts manage your account on your behalf to point-in-time advice where you make the final decision. You can find more information about these services here. If you would prefer to create your own asset allocation and select funds in which to invest, an investment advisory service may not be right for you.
Form CRS ("Customer Relationship Summary")
SEC regulations require clients to have access to an easy-to-read disclosure form regarding the nature of their relationship with the firm, called the Customer Relationship Summary, or Form CRS.
Form CRS includes:
The types of client relationships and services the firm offers
The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
Whether the firm and its financial professionals currently have reportable legal or disciplinary history
How to obtain additional information about the firm
The nature of a client's relationship with a firm depends in which products and account types they choose to invest, so multiple Forms CRS may apply depending on a client's portfolio at T. Rowe Price. T. Rowe Price offers brokerage services through our broker-dealer, T. Rowe Price Investment Services, Inc. (TRP Investment Services), and advisory services through our investment advisers, including T. Rowe Price Advisory Services, Inc. (TRP Advisory Services), and T. Rowe Price Associates, Inc (TRP Associates).
Each of these services is different, and the Form CRS is designed to provide information about each respective option.
Each Form CRS includes “Conversation Starters” or questions that you are encouraged to ask your financial professional. Please see below for responses to these questions for the TRP Investment Services and TRP Advisory Services Forms CRS. Or you can contact a T. Rowe Price representative to discuss these questions directly.
T. Rowe Price Advisory Services, Inc.
Responses to the TRP Advisory Services Form CRS Conversation Starters
T. Rowe Price Investment Services, Inc.
Responses to the TRP Investment Services Form CRS Conversation Starters
T. Rowe Price Associates, Inc.
Please call 1-800-638-7890 to discuss the Conversation Starters in the TRP Associates Form CRS with one of our financial professionals.
TRP Advisory Services, TRP Associates, and TRP Investment Services are affiliated companies.