Our AdvisorDirect® referral program gets you an introduction to an independent Registered Investment Advisor (RIA). If you decide to engage in their services, they will work with you to develop customized investment strategies around goals which may include portfolio management, retirement planning, and tax, trust and estate planning.
Call 800-551-2315 for more information or find a local TD Ameritrade branch.
Your independent RIA is responsible for understanding your wealth-related needs and plans for the future, providing you with objective advice based on your goals. Whether you opt for a hands-on or hands-off approach, your RIA should provide the level of support needed to effectively create and manage your portfolio.
It's an RIA's fiduciary and legal duty to act in your best interest.
Every independent RIA participating in the AdvisorDirect program has met our proprietary eligibility requirements.
With a straightforward fee structure, RIAs typically charge a percentage of your managed assets, so it's in their best interest to make portfolio recommendations consistent with your needs and objectives.
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