Portfolio Management Services
Access professional portfolio management solutions that draw on a wealth of expertise. From managed portfolios and specialized strategies to customized advice, get the right level of investment management for your needs. The range of services and benefits include:
- Ongoing investment advice
- Seasoned portfolio managers
- A wide range of investing strategies
- Low fees, straightforward pricing
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Questions about portfolio management services
|Name||What you get||Minimum investment||Fees|
|Schwab Managed Portfolios™||A diversified portfolio of mutual funds or ETFs managed for you by Charles Schwab Investment Advisory, Inc.||Mutual fund and ETF portfolios: $25,000||Fees start at 0.90% and decline with additional assets.|
|Managed Accounts||Professional third-party and proprietary asset managers who build and trade a portfolio of individual stocks or bonds for you.||Equities: $100,000
Muni bond ladders: Start at 0.35%
Fees decline with additional assets.
|Diversified Portfolios||An overlay portfolio manager oversees several professional asset managers, who manage a diversified portfolio for you.||Minimum varies by strategy. Lowest starts at $250,000||1.10%
Fees decline with additional assets.
|Charles Schwab Investment Management, Inc. (CSIM)||Strategies that implement a disciplined quantitative and qualitative approach to identifying potential investments and uses Schwab Equity Ratings® as one of several inputs in the investment process.||$100,000||Starts at 1.35% and declines with additional assets.|
|Schwab Private Client™||Customized advice and personalized investment plan from a dedicated team of professionals.||$500,000||Equities, equity funds, and ETFs: 0.90%
Bonds and bond funds: 0.70%
Fees decline with additional assets.
|Schwab Advisor Network®||Referral to a prescreened, local independent investment advisor who specializes in wealth management and complex investment strategies.||$500,000||Fees vary by independent advisor.
No charge for referrals.
|Windhaven® Strategies||A globally diversified portfolio, composed primarily of ETFs, that strives to capture growth in rising markets while seeking to reduce exposure in declining markets.||Brokerage Account/IRA: $100,000
Eligible ERISA Account: $25,000
|Fees start at 0.95% and decline with additional assets.|
|ThomasPartners® Dividend Growth Strategy||A strategy that seeks to deliver monthly income, annual income growth, and long-term capital appreciation by investing in dividend-paying companies.||$100,000||Starts at 0.90% and declines with additional assets.|
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*Schwab Accountability Guarantee:
The guarantee applies to the following investment advisory services ("Participating Services") and associated program fees: (i) Schwab Private Client ("SPC"); (ii) Schwab Managed Portfolios™ ("SMP"); and (iii) Managed Account Connection® ("Connection") for accounts that are managed by investment advisors affiliated with Charles Schwab & Co., Inc. ("Schwab"): Windhaven Investment Management, Inc. ("Windhaven®"), ThomasPartners, Inc. ("ThomasPartners®"), and Charles Schwab Investment Management, Inc. ("CSIM").
The guarantee does not apply to (i) accounts managed by investment advisors that are not affiliated with Schwab; (ii) accounts managed by Schwab-affiliated advisors outside of the SPC, Connection, and SMP programs; or (iii) any other product or service made available by Schwab or its affiliates. SPC, SMP, and Connection are wrap fee programs sponsored by Schwab.
If at any time or for any reason you are not completely satisfied with a Participating Service, at your request Schwab will refund the associated program fee for the previous calendar quarter applicable to the Participating Service. The program fee is a percentage of the eligible assets in your Participating Service account(s). You will receive a credit to your Participating Service account(s) within approximately four weeks of your request. No other fees, commissions, charges, expenses, or market losses will be refunded. If Schwab is unable to address your concerns after consulting with you and refunding your program fee, Schwab will work with you to help meet your financial goals. Schwab reserves the right to change this guarantee in the future after providing notice. For additional information regarding associated program fees, please see the disclosure brochure for the Participating Service, available at the time you enroll or upon your request.
Past performance is not indicative of future returns, and the value of investments and the income derived from them can go down as well as up. Future returns and achievement of stated goals are not guaranteed, and a loss of principal may occur.
Windhaven strategies, both versions of the ThomasPartners Dividend Growth Strategy and strategies managed by CSIM are available through Schwab's Managed Account Connection® program. Please read Schwab's disclosure brochure for important information and disclosures relating to Schwab Managed Account Connection and Schwab Managed Account Services™. In addition, please see the manager’s Form ADV Part 2A. Schwab makes available other equity strategies in its managed account programs that focus on dividend-paying stocks, including strategies that are managed by firms that are unaffiliated with Schwab.
Portfolio management for Windhaven, Thomas Partners and CSIM managed account strategies is provided by Windhaven, ThomasPartners and CSIM, respectively. All three are registered investment advisors and affiliates of Charles Schwab & Co., Inc. ("Schwab").
Windhaven’s portfolio risk management process includes an effort to monitor and manage risk, but should not be confused with (and does not imply) low risk.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.
Please read Schwab's SMP Disclosure Brochure for important information and disclosures relating to Schwab Managed Portfolios.
If you open an account in SMP, your account will be subject to a lower fee schedule than described in the SMP brochure if (i) it is a retirement account subject to the Employee Retirement Income Security Act of 1974 or (ii) you or someone in your household (i.e., a person with the same last name living at the same address) opened an SMP account before January 1, 2013, and have continuously maintained at least one SMP account since the time of your initial SMP enrollment.
Please read the Schwab Private Client and the Schwab Private Client Investment Advisory, Inc. Disclosure Brochures for important information and disclosures about SPC. Portfolio management for SPC is provided by Schwab Private Client Investment Advisory, Inc., a registered investment advisor and an affiliate of Schwab.
Your account may be subject to a lower fee schedule than described above if you or someone in your household (e.g., generally a person with the same last name living at the same address) opened a Schwab Private Client account before January 1, 2014, and has continuously maintained at least one Schwab Private Client account since the time of that initial Schwab Private Client enrollment.
Schwab Advisor Network member advisors are independent and are not employees or agents of Schwab. Schwab prescreens advisors and checks their experience and credentials against criteria Schwab sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of Schwab. Advisors pay fees to Schwab in connection with referrals. Schwab does not supervise advisors and does not prepare, verify, or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him or her. Investors, not Schwab, are responsible for monitoring and evaluating an advisor's service, performance, and account transactions. Services may vary depending on which advisor an investor chooses.