TrueAdvisor
TrueAdvisor
AB
AB

Allison Balmores

TD Private Client Wealth LLC
14 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
TD Private Client Wealth LLC
Compensation
Fee-Only (AUM)
Firm Size
422 advisors
Number of Clients
17,838 clients
Average Client Portfolio
$362K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.05%
$2.0M - $4.0M0.85%
$4M+0.65%

These are the Equity/Balanced Wrap Fee Schedule. Fixed Income Wrap Fee Schedule is also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

336 Route 70 East, 2nd Floor, Marlton, NJ, 08053

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2016
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
TD Private Client Wealth LLC
September 2016 - Present · 9 yrs 5 mos
TD Private Client Wealth LLCBroker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2013 - July 2016 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
July 2013 - July 2016 · 3 yrs
Metlife Securities INC.
August 2012 - April 2013 · 8 mos
Metlife Securities INC.Broker
June 2012 - April 2013 · 10 mos
Ing Financial Partners, INC
July 2011 - September 2011 · 2 mos
Ing Financial Partners, INC.Broker
July 2010 - September 2011 · 1 yr 2 mos
State Registrations19 states
ALCACOCTDEFLIAMAMDMENJNYOHPASCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.