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Equity Managed Accounts

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Get the specialized equity managed account that meets your needs, whether it’s a large-cap, small-cap, or international strategy. All are competitively priced and managed by Schwab experts or leading third-party managers.

What do I get?

A research-driven approach.

  • Access a range of portfolios from Charles Schwab Investment Management (CSIM).
  • CSIM managed strategies leverage Schwab Equity Ratings®, an approach to identifying stocks that may outperform the market in the coming year.

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 with you to make things right.*

Third-party expertise.

  • Choose from more than 80 investment strategies from over 45 third-party asset managers through Managed Account Select®.
  • All firms are rigorously screened by Schwab.

What are the fees and minimums?

  • Investment minimum: $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 800-435-8101.

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.