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Portfolio Management Services

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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
  • A wide range of investing strategies
  • Seasoned portfolio managers
  • Low fees, straightforward pricing

At Schwab, we believe in accountability.

Accountability matters to us. If for any reason you’re not satisfied with one of our participating investment advisory services, we’ll refund the fees for the prior quarter. Then we’ll learn why you weren’t happy and work with you to make things right.

Learn more

Compare at a glance

Personalized Advice

Name What you get Minimum investment Fees
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.

Managed Portfolios

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.

Equities: $100,000

Bonds: $250,000

Fees start at 0.90% and decline with additional assets.

Schwab Intelligent Portfolios™
(offered by Schwab Wealth Investment Advisory, Inc.)

A fully automated advisory service that builds, monitors, and rebalances a diversified portfolio of ETFs.

$5,000 minimum initial investment

No advisory fees, no commissions, and no account service fees charged.

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 $150,000.

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 use Schwab Equity Ratings® as one of several inputs in the investment process.

$100,000

Starts at 1.35% and declines with additional assets.

Specialized Strategies

Name What you get Minimum investment Fees
Managed Accounts

Professional third-party and proprietary asset managers who build and trade a portfolio of individual stocks or bonds for you.

Mutual fund and ETF portfolios: $25,000

Equities: 1.35%

Bonds: 0.65%

Muni bond ladders: Start at 0.35%

ThomasPartners® Dividend Growth Strategy

A strategy that seeks to deliver monthly income, annual income growth, and competitive total returns over time by investing primarily in dividend-paying companies.

$100,000

Starts at 0.90% and declines with additional assets.

ThomasPartners® Balanced Income Strategy

A strategy that combines the firm’s dividend growth strategy with fixed income investments.

$100,000

Fees start at 0.80% and decline with additional assets.

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.

Questions about portfolio management services

  • Which portfolio management service is right for me?

    Your financial needs are as unique as you are. The best way to choose the right service is to meet with a Schwab investment professional who will provide recommendations customized to your situation.

  • How do I start with investment portfolio management?

    We suggest that you set up a consultation, either in person or over the phone, at a time that is convenient for you. Just call 877-340-1714 or visit your local Schwab branch.

  • How much money do I need?

    Our investment minimums vary by service, from as little as $5,000 to as much as $500,000.

More questions? We’re ready to help.

Learn more about our modern approach to wealth management.

Contact us today to discuss professional investment management that’s right for you.

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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.