TD Wealth Mgmt. Agreement Modification Discussed

Trustees reviewed TD Wealth Mgmt.’s quarterly performance and a proposed modification to its advisory and management agreements. The agenda did not specify a dollar amount or term.

Document date · August 19, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Proposed modification of advisory and management agreements discussed; no renewal term stated.

Document type

Agenda

Source document

Portsmouth Trustees of Trust Funds Agenda 2026-08-19

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Portsmouth School District?

Td Wealth Management was awarded this financial services contract by Portsmouth School District, as recorded on August 19, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Portsmouth Trustees of Trust Funds Agenda 2026-08-19 (Agenda), dated August 19, 2026 from Portsmouth School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Td Wealth Management hold?

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