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Schwab Managed Portfolios

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Schwab Managed Portfolios™ provide professionally managed, broadly diversified portfolios of mutual funds or exchange-traded funds, with competitive fees and minimums as low as $25,000. Compare our model portfolios to learn more.

The Schwab Accountability Guarantee™
At Schwab, we believe every investor deserves accountability. If for any reason you're not happy with Schwab Managed Portfolios™, the Schwab Accountability Guarantee means we'll refund your program fee from the previous quarter and work with you to make things right.*
*See below for important information regarding The Schwab Accountability Guarantee.

What do I receive if Schwab Managed Portfolios are right for me?

Every Schwab Managed Portfolios account is managed by the investment professionals at Charles Schwab Investment Advisory. You'll get:

  • Broad portfolio diversification to help manage risk and pursue growth
  • Access to professionally managed portfolios designed for today’s volatile markets
  • Exposure to a wide range of asset classes
  • Ongoing investment monitoring and portfolio rebalancing

Schwab Managed Portfolios also come with a satisfaction guarantee: If you’re not completely satisfied, we’ll refund program fees for the previous quarter and work to address your concerns.

What is the minimum investment?

  • Schwab Managed Portfolios – Mutual Funds: $25,000
  • Schwab Managed Portfolios – ETFs: $25,000

Ready to get started?

Call
866-855-5689.


Compare at a Glance

Name Benefits Minimum Investment Fees*
Schwab Managed Portfolios – Mutual Funds
  • Professional portfolio management
  • Diversified portfolio of carefully selected mutual funds
  • Twenty-four model portfolios, each constructed to provide an appropriate blend of stocks, bonds, and cash investments
  • $25,000
  • First $100,000: 0.90%
  • Next $150,000: 0.70%
  • Next $250,000: 0.50%
  • Next $500,000: 0.30%
  • Over $1,000,000: 0.20%
Schwab Managed Portfolios – ETFs
  • Professional portfolio management
  • Broadly diversified portfolios of low-cost ETFs with a wide range of securities
  • Twelve model portfolios with a range of strategies from conservative to aggressive
  • $25,000
  • First $100,000: 0.90%
  • Next $400,000: 0.75%
  • Next $500,000: 0.65%
  • Over $1,000,000: 0.50%

Questions? We're ready to help.

Learn more about our modern approach to wealth management.

Talk to a Schwab investment professional today to see if Schwab Managed Portfolios are right for you.


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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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