Download the Schwab app from iTunes®Get the AppClose

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

Equity Managed Accounts

Print

Get the specialized equity managed account that may help meet your investment goals, whether it's a large-cap, small-cap, or international strategy. All are competitively priced and managed by Charles Schwab Investment Management (CSIM) investment professionals or leading third-party investment managers.

What do I get?

With Managed Account Select® Equity Strategies at Schwab: 

  • Choose from a wide range of investment strategies from third-party investment managers.
  • All third party investment management firms are rigorously screened by Schwab.


With Charles Schwab Investment Management (CSIM) Strategies through Schwab Managed Account Connection®:

  • Strategies managed by Charles Schwab Investment Management (CSIM)
  • CSIM managed strategies implement a disciplined quantitative and qualitative approach to identifying potential investments and uses Schwab Equity Ratings® as one of several inputs in the investment process
  • The Schwab Accountability Guarantee™ – If for any reason you’re not happy with Charles Schwab Investment Management (CSIM), the Schwab Accountability Guarantee means we’ll refund your program fee from the previous quarter and work to make things right.*


What are the fees and minimums?

  • Investment minimum: Typically $100,000
  • Annual fee: 1.05%–1.35%, depending on account size

Ready to get started?

Contact us to discuss the equity managed account that's right for you.

Call
866-855-9041.

Questions? We're ready to help.

Learn more about our modern approach to wealth management.     

Contact us today to discuss the equity managed account that's right for you.


Talk to us: phone# VAR

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