Jose Acosta
Jose Acosta is a registered investment advisor at TD Private Client Wealth LLC, based in Doral, FL, with 22 years of industry experience. Jose 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
3885 Northwest 107th Avenue, Doral, FL, 33178
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2018Other Business Activities
Jose works as a consultant/independent contractor as a sole proprietor, playing and teaching the tuba. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Lasalle Financial Services, INC.Broker
Bcp Securities, LLCBroker
Efg Capital InternationalBroker
State Registrations3 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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