Download the Schwab app from iTunes®Get the AppClose

Accounts & Products
Questions? Get answers now. Live Chat.
 

Diversified Managed Accounts

Print

Get exposure to multiple asset classes and the expertise of multiple investment managers—all in a single diversified account. With diversified portfolios in Managed Account Select®, you select a risk level and leave the day-to-day investing and managing to a team of professionals.

What do I get?

  • Expert portfolio management and oversight from an overlay portfolio manager and multiple asset managers
  • An overlay manager who oversees your asset allocation and asset managers
  • Asset managers who focus on managing a specific asset class
  • Exposure to large-cap, small-cap, international, and fixed income investments in a single account
  • Portfolios based on Schwab asset allocation models
  • Ongoing monitoring of asset managers by Charles Schwab Investment Advisory

Compare portfolio strategies.

View pricing.

What are the fees and minimums?

  • Investment minimum: $250,000–$650,000, depending on strategy
  • Annual fee: 0.85%–1.10%, depending on account size

Ready to get started?

Contact us to discuss the diversified portfolio that's right for you.

Call
 888-362-1420.

Questions? We're ready to help.

Learn more about our modern approach to wealth management.     

Contact us today to discuss the diversified portfolio strategy that may be right for you.


Talk to us: phone# VAR

Visit your local Schwab branch to speak with a Financial Consultant.