T. Rowe Price Advice Solutions

The power of over 75 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 75 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'm looking for personalized advice, a portfolio evaluation, and final say on investing decisions
  • Seeking retirement investment advice, portfolio advice, or a retirement income strategy. I want to review and approve recommendations before I invest.
  • Interested in an ongoing advisory relationship, and I have at least $250,000 in investable assets at T. Rowe Price.
I need personalized, one-on-one advice
  • Interested in a customized portfolio, personalized service, and a long-term relationship.
  • Have at least $3 million to invest in a single, separately managed discretionary account, and I may incur a separate asset management fee.

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

I'm ready to open an account.

Have questions? Call us at 

1-800-638-5660