T. Rowe Price Retirement Advisory Service provides ongoing financial planning and retirement income planning, along with discretionary investment management. Financial planning covers retirement and other investment goals, using model portfolios of T. Rowe Price mutual funds and exchange-traded funds. Clients have access to a financial advisor and online planning tools. Retirement income planning is available to eligible clients.
Fee Structure
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.