TD Private Client Wealth LLC
Assets Under Management
$6.5B
Number of Clients
17,838
Number of Advisors
422
Average Client AUM
$362K
AUM per Advisor
$15.3M
Compensation
Fee-Only (AUM)
About This Firm
TD Private Client Wealth LLC (TDPCW) provides ongoing discretionary investment advice through its Managed Account Programs (Institutional, High Net Worth, and TD Investment Services (US)). Clients pay a single wrap fee for investment management, trade execution, and other services. TDPCW offers access to advisors who provide personalized investment services and solutions. TDPCW has an agreement with Envestnet for investment advisory, technological, and administrative support.
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.
Areas of Practice
Location
1 Vanderbilt Avenue, 23rd Floor, New York, NY, 10017