Yes – you can receive a Financial Plan with just $250,000 in qualifying T. Rowe Price accounts or new investable assets.
T. Rowe Price account types that qualify:
Individual or joint accounts
Traditional, Roth, or Rollover IRAs
Revokable Trust accounts
Traditional or Roth inherited IRAs
Transfer on Death (TOD) accounts
The following account types don’t qualify or count toward the minimum. However, you can include them in your Financial Plan to provide us with a more complete view of your financial situation.
SEP IRA and SIMPLE IRA accounts
Workplace Retirement Accounts (e.g., 401(k), 403(b) accounts)
Education Savings Plan Accounts
Not sure if you qualify for this service or which accounts are eligible? We can help. Call 1-877-301-9767.