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Equity Managed Accounts


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.


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.

Contact me


Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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