How AdvisorDirect works
- A TD Ameritrade financial consultant will help you identify an independent RIA near you to arrange a face-to-face meeting
- You'll have a free consultation to become comfortable with their approach and discuss your financial goals
- If it's a good fit, they'll work with you to create a management approach for your portfolio, including best strategies for your goals, and how involved you'll be in the decision‐making process
Personalized service, flexible support
Your best interest in mind
Fiduciary responsibilityIt's an RIA's fiduciary and legal duty to act in your best interest.
Qualification processEvery 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.
Put our AdvisorDirect program to work for you
Call 800-551-2315 or stop by a local TD Ameritrade branch to talk to us face-to-face.