TD Ameritrade Essential Portfolios
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| Minimum Initial Investment | $5,000 |
| Management Fee | Starting at 0.30% |
TD Ameritrade Essential Portfolios Review
TD Ameritrade Essential Portfolios was founded in 1982 and is based in Plantation, FL. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. TD Ameritrade Essential Portfolios is not tied to a particular company or product and can therefore offer unbiased investment advice.
TD Ameritrade Essential Portfolios Pros & Cons
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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.
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|---|---|
| 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?
Automatic rebalancing: Having a good balance of investments is important. But a well-balanced portfolio is not something you can set up and forget. Markets are constantly changing and can easily throw your portfolio out of balance. TD Ameritrade Essential Portfolios allows you to rebalance your investments back to your target asset allocation at set intervals.
Full-service brokerage: TD Ameritrade Essential Portfolios provides access to a wide selection of financial advice and products, such as facilitating trades, managing portfolios, and wealth management services.
TD Ameritrade Essential Portfolios is registered with the Securities and Exchange Commission, or SEC. Registered investment advisors are required to provide detailed information on the financial and legal status of the company and its staff. This allows investors to examine closely any conflicts of interest and look into the background of the company and its advisory team.
What type of investment accounts and asset classes does TD Ameritrade Essential Portfolios support?
TradeStation offers the following types of assets and account types.
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These are the investment options TradeStation offers its clients.
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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.Contact
- Headquarters
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8050 SW 10th Street
Plantation, FL 33324 USA - Visit Site
- Email Support
Other Services by TradeStation
Feature Breakdown
| Fee Based | |
| Investment Expense Ratios | 0.07% - 0.18% |
| Management Fee | Starting at 0.30% |
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