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Brian White

TD Private Client Wealth LLC
28 Years of Experience
Greenville, SC
3 DisclosuresBroker
View SEC Summary
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Brian White is a registered investment advisor at TD Private Client Wealth LLC, based in Greenville, SC, with 28 years of industry experience. Brian 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

200 Carolina Point Parkway, 4th floor, Greenville, SC, 29607

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History

Regulatory History (3)
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.
Financial
June 2026
Final
Financial
April 2026
Final
Financial
April 2026
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
TD Private Client Wealth LLC
April 2026 - Present · 6 mos
TD Private Client Wealth LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
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March 2026 - March 2026 · 0 mos
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State Registrations1 state
SC
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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