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Kimberly Myers-Turner

TD Private Client Wealth LLC
17 Years of Experience
Charlotte, NC
1 DisclosureBroker
View SEC Summary
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Kimberly Myers-Turner is a registered investment advisor at TD Private Client Wealth LLC, based in Charlotte, NC, with 17 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 25,685 clients with $8.6B in assets under management.

TD Private Client Wealth LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
528 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$334K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.05%
$2.0M - $4.0M0.85%
$4M+0.65%

Rates shown are for Equity/Balanced accounts in Institutional and High Net Worth programs. Fixed income accounts have a separate schedule starting at 0.85%. TDIS US retail program charges a flat 1.10% for equity/balanced across all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Remote Charlotte, Charlotte, NC, 28202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
TD Private Client Wealth LLC
September 2026 - Present · 1 mo
TD Private Client Wealth LLC
September 2026 - Present · 1 mo
TD Private Client Wealth LLCBroker
September 2026 - Present · 1 mo
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State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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