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)
TD Private Client Wealth LLC provides ongoing discretionary investment advice through Managed Account Programs. These programs offer access to advisors who assist clients in pursuing their financial goals by providing personalized investment services and solutions. They offer Institutional, High Net Worth, and TD Investment Services (US) Managed Account Programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.65% |
These are the Equity/Balanced Wrap Fee Schedule. Fixed Income Wrap Fee Schedule is also available.
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