T. Rowe Price Advice Solutions

The power of over 80 years of investing experience, on your side.

It's hard to know where to start when you're looking for investment advice. You need trusted expertise and the tools that can help you reach your financial objectives. T. Rowe Price has been helping investors like you create secure financial futures for over 80 years, and our global network of associates provides strategies, insights, and services that put client needs first. We have a range of solutions.

What type of advice do you want?

I want experts to recommend a portfolio and make investment decisions on my behalf

Prefer to focus on my long-term goals while experts handle the day-to-day management of my account.
I have at least $50,000 to invest per IRA, I plan to invest for at least three years, and I am comfortable with web-based interactions.

The ActivePlus Portfolios^® program¹

I want point-in-time investment advice and want to remain in control

Looking for an investment allocation recommendation and investment recommendations consisting of a T. Rowe Price fund or portfolio of funds based on my current investment goals, time horizon and risk tolerance.
Have at least $1,000 to invest for an IRA, or $2,500 for a taxable account.

Investment Allocation Tool¹

I want a personalized plan delivered by a
T. Rowe Price financial advisor

Personalized financial plan, asset allocation, and
T. Rowe Price mutual fund advice for retirement and other goals, such as education, travel, or a new home.
Have at least $250,000 in qualifying T. Rowe Price accounts or new investable assets. I decide if the plan is right for me.

T. Rowe Price Retirement Advisory Service^{TM 1}

I need personalized, one-on-one advice

Interested in a customized portfolio, personalized service, and a long-term relationship.
Have at least $5 million to invest in a single, separately managed discretionary account, and I will incur a separate asset management fee.

Private Asset Management²

All investing is subject to risk, including the possible loss of the money you invest.

Consider T. Rowe Price^® ActivePlus Portfolios

T. Rowe Price ActivePlus Portfolios is a discretionary digital investment program that invests, monitors, and rebalances a portfolio of mutual funds on your behalf. Tell us a little about yourself, and we'll recommend a diversified model portfolio of mutual funds. Each model portfolio invests in T. Rowe Price mutual funds according to a diversified allocation strategy, with no additional advisory fees or commissions. You pay the fees of the underlying funds.¹

View Program Details

Consider the Investment Allocation Tool

A non-discretionary service designed to provide a point-in-time investment allocation recommendation of a T. Rowe Price fund or portfolio of T. Rowe Price funds based on your investment goals, time horizon, and risk tolerance. To access the tool, you'll need to log in or create an account.

Launch Tool

Consider Advisory Planning Services

An ongoing consultative relationship that includes discussions with advisory counselors, asset allocation and investment recommendations, and annual checkups to help ensure your strategy remains on track.²

View Program Details

Consider Private Asset Management

Separately managed portfolios for individuals and their families, trusts, endowments, foundations, and institutions.³

View Program Details

You could also consider:

Have questions about which advice solution is right for you?

Speak with one of our experts at 1-888-744-0273

Read Form CRS for important information on our fees and services.

¹Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940.

²T. Rowe Price Private Asset Management is offered through T. Rowe Price Associates, Inc., a registered investment adviser under the Investment Advisers Act of 1940.

T. Rowe Price Advisory Services, Inc., T. Rowe Price Investment Services, Inc., and T. Rowe Price Associates, Inc. are affiliated companies.