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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.


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.

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