Charles Schwab Investment Management

Apply a research-driven approach to investing

Schwab Equity Ratings®

CSIM's professional asset managers use Schwab's stock-picking approach to identify stocks that Schwab believes will outperform the market in the coming 12 months.

Managed Accounts by Charles Schwab Investment Management have a minimum investment of $100,000. Asset tiers include all managed accounts in your portfolio.

Asset Tier
Up to $500,000	1.35%
Next $500,000 (Over $500,000 up to $1,000,000)	1.33%
Next $1,000,000 (Over $1,000,000 up to $2,000,000)	1.30%
Next $3,000,000 (Over $2,000,000 up to $5,000,000)	1.25%
Next $5,000,000 (Over $5,000,000 up to $10,000,000)	1.10%
Over $10,000,000	1.05%

Call 800-435-8101 to speak with a Schwab investment professional about managed accounts.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW

Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. The value and return from fixed income investments can fluctuate when interest rates change. Please read Schwab’s Schedule H brochure for important information and disclosures relating to Managed Accounts at Schwab.

Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs. Services may vary depending on which asset managers you choose, and are subject to an asset manager’s acceptance of the account.

Charles Schwab Investment Management, Inc. (CSIM) is a subsidiary of The Charles Schwab Corporation.

1. The asset-based fee covers manager fees and trade executions by Schwab. It does not cover (i) certain costs or charges imposed by third parties, including odd-lot differentials, American Depositary Receipt fees and exchange fees; (ii) charges for special services elected by you, including periodic distribution fees, electronic funds and wire transfer fees, certificate delivery fees, and reorganization fees; and (iii) dealer markups and markdowns on fixed income securities.

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