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.
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.
I want a personalized plan delivered by a
T. Rowe Price financial adviser
  • Seeking point-in-time planning, 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.

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.

I'm ready to open an account.

Have questions? Call us at 

1The T. Rowe Price® ActivePlus Portfolios is a discretionary investment management program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage services are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. Brokerage accounts are carried by Pershing LLC, a BNY Mellon Company, member NYSE/FINRA/SIPC. 

2Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940.

3T. 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.