Jason Wallach is a CFA-designated registered investment advisor at TD Private Client Wealth LLC, based in Ramsey, NJ, with 19 years of industry experience. Jason 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
1100 Lake Street, 3rd Floor, Ramsey, NJ, 07446
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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 LLC
TD Private Client Wealth LLCBroker
Previous Registrations
TD Wealth Management Services INC.
State Registrations28 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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