Craig Caplan

10 Years of Experience

Marlton, NJ

2 DisclosuresBroker

Craig Caplan is a registered investment advisor at TD Private Client Wealth LLC, based in Marlton, NJ, with 10 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.

TD Private Client Wealth LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

449 advisors

Number of Clients

25,685 clients

Average Client Portfolio

$321K average

Assets Under Management

$8.3B

Fee Structure

Minimum Investment:$1M

Investment management only (planning not offered)

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

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Location

336 Route 70 West, 2nd Floor, Marlton, NJ, 08053

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History

Regulatory History (2)

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