Kurt Schaefer
Kurt Schaefer is a CFP-designated registered investment advisor at TD Private Client Wealth LLC, based in Burlington, VT, with 35 years of industry experience. Kurt 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.85% |
| $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
Location
111 Main Street, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Previous Registrations
Horace Mann Investors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
People's Securities, INC.
People's Securities, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Commonwealth Equity Services, INC.Broker
Charles Schwab & CO., INC.Broker
Olde Discount CorporationBroker
Mutual Funds/america, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations2 states
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
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