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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
  • Seasoned portfolio managers
  • A wide range of investing strategies
  • Low fees, straightforward pricing
The Schwab Accountability Guarantee™
At Schwab, we believe every investor deserves accountability. If for any reason you're not happy with one of our participating investment advisory services, the Schwab Accountability Guarantee™ means we'll refund your program fee from the previous quarter and work with you to make things right.*
*See below for important information regarding The Schwab Accountability Guarantee.

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Compare at a glance 

Questions about portfolio management services

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

Compare at a glance

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.
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.
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
Bonds: $250,000
Equities: 1.35%
Bonds: 0.65%
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 $150,000 1.10%

Fees decline 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 competitive total returns over time by investing 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.

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Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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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.