SuperMoney
  TD Ameritrade Essential Portfolios

TD Ameritrade Essential Portfolios

in Investment Advisors from TradeStation

Claimed

TD Ameritrade Essential Portfolios

Claimed

in Investment Advisors from TradeStation

Not enough votes for recommendation

Not enough votes for recommendation

Cast your vote

Would you recommend TD Ameritrade Essential Portfolios to your friends?

Thanks for your vote!

You voted: May or may not recommend

Highlights
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
The Good The Bad
  • Trades in low-cost ETFs.
  • Tax-loss harvesting available.
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Five socially responsible ETF portfolios are available.
  • Does not give access to human finance advisors.
  • 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
Annual Fee N/A
Monthly Fee N/A
Management Fee Starting at 0.30%
Fee Based? Yes
Account Transfer Fee N/A
Account Termination Fee N/A
Investment Expense Ratios 0.07% - 0.18%
IRA Annual Fee N/A

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.

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

These are the investment options TradeStation offers its clients.

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

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.
SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author’s alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.

Contact

  • Headquarters
  •   8050 SW 10th Street
    Plantation, FL 33324
  •   Visit Site

Other Services by TradeStation

Feature Breakdown

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

Be the first to rate

 

Would you recommend TD Ameritrade Essential Portfolios to your friends?

Before we publish your vote:

Please explain your vote by sharing your experience.

Writing a review increases the credibility of your vote and helps your fellow users make a better-informed decision.

Please write a review to submit your vote
Cancel my vote
(will require moderator approval)

SUPERMONEY NET RECOMMENDATION SCORE

0%

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

Other Investment Advisors