Welcome!

Please select your Private Client tier:

CLASSIC

$2,500

Minimum Investment per Account

Features
Risk Assessment + Custom Portfolio
TD Ameritrade Institutional
Advanced Tax Considerations

Risk Assessment + Custom Portfolio

  • Quiz assesses your Risk Tolerance and Assigns you a Risk Score from 1 – 99
  • We build you a portfolio customized to match your Risk Score
  • We review with you and you can make adjustments if desired

TD Ameritrade Institutional

  • Custody of Accounts
  • Asset Protection Guarantee
  • Protects Against Fraud
  • Better Trade Execution
  • Simple Transfer Process with
  • Transfer Fees Rebated
  • Integration with Client Dashboard

Advanced Tax Considerations

  • Tax loss harvesting strategy with taxable accounts
  • Helps to defer a portion of your capital gains
  • Enables taxable gains to compound longer
  • Asset location to determine proper account to get the most favorable tax treatment overall

Client Dashboard

  • Displays account information from TD Ameritrade Institutional
  • Track performance by account
  • Monthly statements

Fees for CLASSIC

  • 1.00% advisor fee per year
  • Pro-rated and charged monthly
  • Based on Average Daily Balance

Better Trade Execution

TD Ameritrade uses advanced routing technology and evaluates execution quality, mindful of what matters most to our clients.

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