Accounts & Products

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 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?

Call
888-362-1420.

*Available with taxable bonds or tax-exempt municipal bonds.

Diversified Portfolio	Minimum Investment	Annual Fees
Moderately Conservative	$350,000	Under $500,000: 1.10% $500,000–$1,000,000: 1.05% $1,000,001–$2,000,000: 1.00% $2,000,001–$5,000,000: 0.95% $5,000,001–$10,000,000: 0.90% Over $10,000,000: 0.85%
Moderate	$350,000
Moderately Aggressive	$650,000
Aggressive	$250,000

Take the next step.

Call 888-362-1420 or visit a local Schwab branch.

Compare all Schwab managed accounts.
Get information on fixed income managed accounts.
See equity managed accounts.

Please read the Schwab Managed Account Services™ disclosure brochure for important information and disclosures relating to Managed Account Select and Managed Account Connection™.