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Nathan Tawes

Advisor at T. Rowe Price Associates, Inc.

Updated today

Location

Dublin, OH

Credentials

CFP®, Series 63

Industry experience

28 years

About

Nathan Tawes is a CFP® with 28 years of experience in the financial industry. He has been with T. Rowe Price Investment Services, Inc. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. T. Rowe Price Associates, Inc. provides investment management services primarily to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management strategies across various asset classes, supported by extensive research and advanced quantitative tools, including AI and machine learning.

Client services

Based on T. Rowe Price Associates, Inc.

Portfolio management Selection of other advisers

Expertise

Based on T. Rowe Price Associates, Inc.

ESG / Sustainable investing Private / alternative investments Retirement income strategy Active portfolio management

Occupation focus

Based on T. Rowe Price Associates, Inc.

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $3 million: 100 bps $3 million - $5 million: 75 bps $5 million - > $5 million: 50 bps $0+: See detailed tiered maximum fees by investment suite and strategy for Institutional Separate Accounts and Subadvised Mutual Fund management (e.g., Equity - Active Core: 20 bps; Equity - Sector: 70 bps; International Equity - Developed Markets: 95 bps; US Fixed Income Index: 6.25 bps; Stable Value: 18.5 bps; etc.) $0+: Model Program Maximum Fees: U.S. Equity 58 bps; International/Global Equity 58 bps; Multi-Asset 50 bps $100,000+: Single Contract SMA and Dual Contract SMA maximum fees range approximately 15.5 bps (Municipal Ladder 1-5 Year SMA) to 58 bps (U.S. Small-Cap Value Equity SMA) $250 million - > $250 million: Stable Value Multi-Manager Solutions fees vary; Price Associates fee plus SV Subadviser fees $0+: Distribution Management Services: 20 bps to 75 bps (fees invoiced annually based on value of equity distributions) Varies by plan+: T. Rowe Price Personalized Retirement Manager (PRM) service fees range from 19 bps to 49 bps (negotiated by plan sponsor)

Performance-based

Performance-based fees for certain investment strategies and TRP Private Funds as described in offering documents.

Other

Account minimum: $50 million for Institutional Separate Accounts (may be waived); $100,000 for most equity strategies of Single Contract SMA; $250,000 for municipal strategies of Single Contract SMA and Dual Contract SMA; $5 million for Private Asset Management (PAM) Group; $250 million for Stable Value Multi-Manager Solutions

Location

Dublin, OH

Most active in

Maryland · Ohio

Work history

T. Rowe Price Investment Services, INC.

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

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Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

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Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement

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Series 65

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Freddie Everett is a financial advisor at Thomas Everett Investments, LLC in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc. in a pastoral capacity. Thomas Everett Investments is an independent registered investment adviser offering portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, trusts, charitable organizations, and business entities. The firm primarily manages client assets on a non-discretionary basis and employs fundamental, technical, and quantitative analysis while recommending third-party money managers and SEI-managed account solutions.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Timothy C

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Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

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Passive / index investing Active portfolio management
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