TD Private Client Wealth (TDPCW) provides ongoing investment advice through managed account programs. Clients pay a single bundled fee for investment management and trade execution. TDPCW offers different programs for institutional, high net worth, and TD Investment Services clients. TDPCW works with Envestnet for technology and administrative support, and uses Epoch Investment Partners, an affiliate, for model portfolios. Pershing LLC provides custody and trade execution.
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.