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Schwab Managed Portfolios – Mutual Funds

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Take advantage of a mutual fund portfolio that’s professionally managed and competitively priced. If Schwab Managed Portfolios™ – Mutual Funds are right for you, you’ll discover a simple yet sophisticated way to get the diversification you need.

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 – Mutual Funds are right for me?

  • Twenty-four taxable and tax-free model portfolios, with a range of strategies from conservative income to aggressive growth
  • Portfolio diversification that matches your risk tolerance
  • A professional portfolio manager who selects and monitors your investments, rebalances your portfolio annually, and provides regular updates on your account
  • All the benefits of mutual funds, including diversification within each asset class

What are the fees and minimums?

  • Low investment minimum of $25,000
  • Annual program fees:

    - 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%

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—Mutual Funds are right for you.


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