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Joel Reichard

4 Years of Experience
Easley, SC
Broker

Joel Reichard is a registered investment advisor at TD Private Client Wealth LLC, based in Easley, SC, with 4 years of industry experience. Joel 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
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

Easley, SC

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joel owns rental real estate property since 2019, dedicating a few hours per week to its operation. Joel also owns a Rita's Italian Ice franchise since 2025, dedicating about 10-20% of his time to supporting the business.

Employment History
Current Registrations
TD Private Client Wealth LLCBroker
August 2022 - Present · 3 yrs 9 mos
TD Private Client Wealth LLC
August 2022 - Present · 3 yrs 9 mos
TD Private Client Wealth LLC
November 2021 - Present · 4 yrs 6 mos
State Registrations37 states
ARAZCACOCTDCDEFLGAHIIAILINMAMDMEMIMNMOMTNCNHNJNVNYOHOKPARISCTNTXUTVAVTWAWI
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.
Joel Reichard - Financial Advisor | TrueAdvisor