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Find the
Schwab Intelligent
investment advice
option for you.

Our Intelligent investment solutions are designed to provide you with robo-advice, plus the level of personalized planning and guidance that fits your needs. We’ll help you choose the right option.

Schwab Intelligent Portfolios® Schwab Intelligent Advisory
Managment

Intelligent Portfolio Management

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ManagmentIntelligent Portfolio Management
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
Goals-based investing options (e.g. retirement, vacation, new home, etc.) Checkmark Checkmark
Diversified portfolio of handpicked ETFs Checkmark Checkmark
Daily monitoring and rebalancing when needed Checkmark Checkmark
Tax-loss harvesting* Checkmark Checkmark
Technology

Personalized Financial Plans

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TechnologyPersonalized Financial Plans
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
Link and view all your existing accounts – at over 11,000 institutions Checkmark
Customize multiple goals, risk tolerance, and timeline setting Checkmark
Personalized Action Plan and portfolio recommendations Checkmark
Probability of Success” planning and tracking tool Checkmark
Personalize

1:1 Live Advice & Ongoing Guidance

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Personalize1:1 Live Advice & Ongoing Guidance
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
24/7 access to an investment professional Checkmark Checkmark
Portfolio review with a Planning Consultant (who is a Certified Financial Planner professional) Checkmark
Partner with a Planning Consultant anytime, plus an annual check-in Checkmark
Fees

Fees & Minimums

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FeesFees & Minimums
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
NO commissions Checkmark Checkmark
NO account service fees charged Checkmark Checkmark
Minimum investment $5,000 $25,000
Advisory fees $0 LOW 0.28% advisory fee1
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
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