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Sophisticated Portfolio Management at a Competitive Price

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With program fees below 1% and portfolios constructed primarily of ETFs, Windhaven® provides institutional-quality portfolio management and broad diversification for about the average cost of an actively managed mutual fund.

Annual program fees
Daily eligible assets Annual program fee (% of assets)
First $500,000 0.95%
Next $500,000 0.90%
Next $4,000,000 0.80%
Over $5,000,000 0.70%
Investment minimums
Brokerage Account/IRA Eligible ERISA Account
$100,000 $25,000

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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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Please refer to Windhaven's ADV Part 2 for additional information.