Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TDPCW offers managed account programs with a single wrap fee covering investment management and trade execution. The wrap fee varies depending on the selected Managed Account Program. Clients also incur certain fees and expenses, such as SEC transaction fees, disclosed in confirmations and account statements. Cash balances in the Managed Account Program account are subject to the applicable TDPCW Managed Account Program Wrap Fees.
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Advisor Information
Office location
143 North Main Street, Concord, NH, 03301
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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.
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Alan is a self-employed pianist/organist/keyboardist since 1990, dedicating a few hours per week to this activity. He is also the Director of Sacred Music for St. Andre Bessette Parish, spending about half his time in this role.