Sophisticated Portfolio Management at a Competitive Price
With management fees below 1% and portfolios constructed primarily of low-cost 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 |
Let us help you.
Find out if Windhaven is right for you.
Contact a Schwab investment professional at 877-340-1714.
Visit a branch.
Find a branch near you.
Please refer to Windhaven's ADV Part 2 for more information.
Windhaven Diversified strategies are available through Schwab's Managed Account Connection™ program. Please read Schwab's disclosure brochure for important information and disclosures relating to Schwab Managed Account Connection and Schwab Managed Account Services™.
Portfolio management is provided by Windhaven Investment Management, Inc. ("Windhaven"), a registered investment advisor. Windhaven and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.