Roel Perez is a registered investment advisor at TD Private Client Wealth LLC, based in Ramsey, NJ, with 5 years of industry experience. Roel 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.
Compensation
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Number of Clients
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Fee Structure
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.
Location
1100 Lake Street, 3rd Floor, Ramsey, NJ, 07446
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Regulatory History (1)
Employment Separation After Allegations
January 2012Employment History
Current Registrations
TD Private Client Wealth LLC
State Registrations4 states
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