Diversified Managed Accounts
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 that oversees your asset allocation and asset managers
- Asset managers that 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, Inc
What are the fees and minimums?
- Investment minimum: $150,000–$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.
Please read the Schwab Managed Account Services™ disclosure brochure for important information and disclosures relating to Managed Account Select® and Managed Account Connection®.