Access some of the top asset managers in the business

Managed Account Select® at Schwab offers our widest selection of managed account solutions. Your Schwab Financial Consultant will help you select the strategies that meet your goals.

Choose from more than 70 investment strategies across a range of asset classes from top investment management firms. Asset managers are rigorously screened with Schwab's own criteria.

Managed Account Select has a minimum investment of $100,000 for equity accounts you open and $250,000 for fixed-income accounts. Asset tiers include all managed accounts in your portfolio.

Asset Tier	Equity	Fixed Income
Up to $500,000	1.35%	0.65%
Next $500,000 (Over $500,000 up to $1,000,000)	1.33%	0.60%
Next $1,000,000 (Over $1,000,000 up to $2,000,000)	1.30%	0.57%
Next $3,000,000 (Over $2,000,000 up to $5,000,000)	1.25%	0.55%
Next $5,000,000 (Over $5,000,000 up to $10,000,000)	1.10%	0.50%
Over $10,000,000	1.05%	0.45%

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. Please read Schwab’s Schedule H brochure for important information and disclosures relating to Managed Accounts at Schwab.

Services may vary depending on which asset managers you choose, and are subject to a asset manager’s acceptance of the account.

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, exchange fees and transfer taxes mandated by law; (ii) charges for special services elected by you, including periodic distribution fees, electronic funds and wire transfer fees, certificate delivery fees, and reorganization fees; (iii) dealer markups and markdowns on fixed income securities; and (iv) execution of transactions in securities by other broker-dealers.

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Find out how managed accounts can benefit you

Call 800-435-8101 today.