TD Ameritrade

Retirement Planning Firm in Potomac, MD

Firm Info
Address: 12435 Park Potomac Avenue Suites 130 & 140, Potomac, MD 20854, USA
Phone: (301) 945-3020

Firm Size
Assets Under Management: $0
# of Advisors: 1,395
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Available Fee Structures
  • Other

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Td Ameritrade, Inc. Overview

TD Ameritrade, Inc. is a fee-based registered investment advisory firm that operates out of its headquarters located in Omaha, NE. Founded in 2001, the firm has since become a trusted name in the financial services industry. As a broker-dealer, TD Ameritrade, Inc. provides its clients with investment advice, helping them make informed decisions about their finances. One of the standout features of TD Ameritrade, Inc. is its extensive network of other advisors that it offers to clients. This allows clients to access a range of expert advisors from various backgrounds and specialties, ensuring that their specific financial needs are met. Additionally, the firm offers educational seminars and workshops to its clients to provide them with further financial knowledge and resources. Overall, TD Ameritrade, Inc. is a reputable and reliable firm with a strong focus on providing clients with personalized investment advice and education. Its fee-based model and extensive advisor network make it a popular choice for individuals seeking financial guidance and support.

TD AMERITRADE, INC. serves a diverse range of clients from seasoned investors to beginners in the world of trading and investing. Their clientele includes retail investors, high-net-worth individuals, financial advisors, and institutional clients. The firm also caters to different types of investors, such as those interested in stocks, options, futures, mutual funds, and exchange-traded funds (ETFs). TD AMERITRADE, INC. is committed to addressing the unique needs and financial objectives of each client. Depending on the level of service provided, TD AMERITRADE, INC. offers different fee structures to their clients. The firm provides commission-free trading for stocks, options, and ETFs with no minimum account balance. For mutual funds, TD AMERITRADE, INC. offers over 4,000 no-transaction fee mutual funds and over 550 commission-free ETFs. The firm also charges a fee for some services, such as broker-assisted trading, professional money management, and paper statement delivery. Moreover, TD AMERITRADE, INC. offers tiered pricing for active traders with competitive rates for high-volume traders. Clients can choose the fee structure that best suits their needs and financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to TD Ameritrade, Inc.'s Part 2 Brochure, there is no mention of an investment minimum. Therefore, it can be inferred that the firm does not have an investment minimum and is open to clients of all investment levels. However, potential investors should still review the fees and expenses disclosed in the brochure to ensure that they are comfortable with the costs associated with TD Ameritrade's services.

How This Office Can Help Potomac, MD Residents

TD Ameritrade is committed to providing personalized financial solutions to all its clients, including those residing in Potomac, MD. The residents of Potomac are very affluent, with a median household income of over $200,000. This may result in higher taxes and a need for more sophisticated financial planning strategies. TD Ameritrade offers a variety of services to help residents manage their finances, including investment planning, retirement planning, and estate planning. TD Ameritrade also provides educational resources to its clients, such as articles, webinars, and videos, to help them make informed decisions about their investments. They offer a range of investment options, including stocks, bonds, mutual funds, ETFs, and options. TD Ameritrade also has a team of financial consultants who can guide clients through the investment process and help them develop a personalized investment portfolio that aligns with their goals and risk tolerance. Overall, TD Ameritrade is well-equipped to assist clients in Potomac, MD, with their financial needs and to help them achieve their long-term financial goals.

To view the Minimum Investment and Fee Schedule for Td Ameritrade, Inc., visit their Part 2 Brochure.

Services Offered by Td Ameritrade, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Td Ameritrade, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Other
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

This Office Location

Firm location 12435 Park Potomac Avenue Suites 130 & 140, Potomac, MD 20854, USA
Phone (301) 945-3020
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 200 SOUTH 108TH AVENUE, OMAHA, NE 68154, United States

This firm has no other locations.


Disciplinary History

Td Ameritrade, Inc. does not have any disclosures. Please visit it's Form ADV for more details.