Custody Services Provider

At Fiduciary Wealth Management, we have chosen TD Ameritrade Institutional as our primary support partner for custody of client’s assets. TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors.  Some of the many benefits of using TD Ameritrade Institutional for our client assets are listed below.

  • $0 online stock and ETF trading commissions
  • Website and mobile account access 24/7
  • 10,000 full time employees (12/31/2018)
  • More than $1 trillion in client assets (12/31/2018)
  • Local branches nationwide
  • TD Ameritrade asset protection guarantee (see attachment)

Fiduciary Wealth Management is not affiliated with nor an employee of TD Ameritrade Institutional.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2018 TD Ameritrade. The views expressed represent the opinions of Fiduciary Wealth Management, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax,financial or legal advice or service to any person.