Monday, July 23, 2007

How to get free financial planning advice - part 2

This is the second in an occasional series on getting free financial planning advice (part 1).

Last time I looked into American Century. This time I'll go over T. Rowe Price's free benefits (I'm using a list of mutual fund companies from Morningstar as my starting point) . All information is from the company Web site.

T. Rowe Price

Program Name: Advisory Planning Services/Select Client Services

Assets Needed: $500,000 for Advisory Planning Services, or $100,000 in new assets. $1,000,000 for Select Client Services

Type of advisor: Advisory counselor and Advisory planning services team

Frequency of advisements: Ongoing consultations

Fee benefits: waiver on small account fee