TD Ameritrade

4.0

Robo Advisor

Essential Portfolios is a low-cost alternative to traditional advisors. You also have access to our team of Portfolios Specialists who are available to answer any questions you may have.

Investment risk

Medium

Min investment

$500

Target return

7% - 10%

Fees

0.3%

Overview

Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and TD Ameritrade Investment Management, LLC will recommend a portfolio to fit your needs. From goal-oriented solutions to portfolio management with a more personal touch, the professionals at TD Ameritrade Investment Management, LLC will recommend a portfolio based on your financial goals. You have the choice of a range of goal-oriented portfolios made up of mutual funds and ETFs, based on varying investment objectives and risk with ongoing rebalancing and monitoring. You'll receive highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account.

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Why Invest

  • Professional portfolio management.
  • Automatically rebalance your account if necessary.
  • Socially responsible portfolio helps to align your values with your investing objectives.

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How TD Ameritrade makes money

TD Ameritrade charges investors a .30% advisory fee for using their robo service.

Is it Safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Things to know

  • You make money onDividends + Value
  • Fees0.3%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$2700000000
  • Established1975
  • Mobile ApplicationIOS, Android

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

$
%
years
$
Frequency
Monthly

Invested

$7,000

Projected fees

$81.54

Projected return

$1,696.43

Value after fees

$8,696.43
Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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