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  TD Ameritrade Essential Portfolios
TD Ameritrade Essential Portfolios
in Investment Advisors from TradeStation
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TD Ameritrade Essential Portfolios

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in Investment Advisors from TradeStation
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Highlights
Minimum Initial Investment $5,000
Management Fee Starting at 0.30%

TD Ameritrade Essential Portfolios Review

TD Ameritrade Essential Portfolios is founded in 1982 and based in Plantation, FL.

TD Ameritrade Essential Portfolios Pros & Cons
The Good The Bad
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Five socially responsible ETF portfolios are available.
  • Does not offer low-cost ETFs.
  • Does not give access to human finance advisors.
  • Tax-loss harvesting not available.
  • Limited investment options.
TD Ameritrade Essential Portfolios FAQ

What fees does TD Ameritrade Essential Portfolios charge?

TD Ameritrade Essential Portfolios uses a fee-only model.

This means TD Ameritrade Essential Portfolios gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

TD Ameritrade Essential Portfolios Fees
Description
Fee Based?
Investment Expense Ratios 0.07% - 0.18%
Management Fee Starting at 0.30%

What management fees does TD Ameritrade Essential Portfolios charge?

TD Ameritrade Essential Portfolios charges an annual management fee that starts at .30% .

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of TD Ameritrade Essential Portfolios?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

TD Ameritrade Essential Portfolios charges an investment expense ratio that starts at .07% and ranges up to .18%.

What features does TD Ameritrade Essential Portfolios offer?

What type of investment accounts and asset classes does TD Ameritrade Essential Portfolios support?

TradeStation offers the following types of assets and account types.

Accounts Supported
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Custodial Accounts

These are the investment options TradeStation offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • ETFs

What is the minimum amount you have to invest to open an account with TD Ameritrade Essential Portfolios?

The minimum amount to open an account with TD Ameritrade Essential Portfolios is 5000.
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Feature Breakdown

Investment Expense Ratios 0.07% - 0.18%
Management Fee Starting at 0.30%
Fee Based
Minimum Initial Investment $5,000
Accounts Supported
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Trusts
  • Employer Sponsored Plans
Investment Choices
  • Stocks
  • International Stocks
  • ETFs
Investment Features
  • Daily Tax-loss Harvesting
  • Automatic Rebalancing
  • Full-service Brokerage
  • SEC Registered
  • Registered Investment Advisor

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