Sophisticated Portfolio Management at a Competitive Price
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)|
|Brokerage Account/IRA||Eligible ERISA Account|
Questions? We're ready to help.
Learn more about our modern approach to .
Talk to a Schwab Investment Professional to see if Windhaven is right for you.
Please refer to Windhaven's ADV Part 2 for additional 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.