Andrew Heiges is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

Loading...

Location

Two Financial Center, 4545 Painters Mill Rd, Owings Mills, MD, 21117

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
January 2017 - Present · 9 yrs 3 mos
T. Rowe Price Investment Services, INC.
January 2017 - Present · 9 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2013 - October 2016 · 3 yrs 4 mos
Advice and Planning Services
December 2012 - October 2016 · 3 yrs 10 mos
Banc of America Investment Services, INC.
June 2009 - October 2009 · 4 mos
Banc of America Investment Services, INC.Broker
June 2009 - October 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - May 2011 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - May 2011 · 7 yrs 7 mos
Vanguard Marketing CorporationBroker
December 1989 - June 1995 · 5 yrs 6 mos
Hibbard Brown & CO., INC.Broker
June 1989 - June 1989 · 0 mos
State Registrations1 state
MD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Heiges - Financial Advisor | TrueAdvisor