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Modern investment advice means having better choices.

Everyone's financial needs are unique in their own way. That's why Schwab offers a wide variety of managed investment services, from high-tech to high-touch. Investment minimums vary by service but may start as low as $5,000. Regardless of which service you select, Schwab investment professionals are available to help with your service needs 24/7.


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High Tech

Automated investing that's a simpler, smarter way to invest.

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Schwab Intelligent Portfolios®

We build, monitor, and automatically rebalance a portfolio of low-cost exchange-traded funds. You can get help from a Schwab professional 24/7.

$5K to start. Pay no advisory fee and no commissions.

Just as if you'd invested on your own, you pay the operating expenses on the ETFs in your portfolio—which includes Schwab ETFs™. We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield. See more information.


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Blend of both

Automated investing and professional guidance – a new approach.

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Schwab Intelligent Portfolios Premium™

Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Get unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER professional, interactive planning tools, and a personalized roadmap for reaching your goals.

$25K to start. Pay a one-time planning fee of $300, and just a $30/month advisory fee after that.

Backed by Schwab's Satisfaction Guarantee >

Just as if you'd invested on your own, you pay the operating expenses on the ETFs in your portfolio—which includes Schwab ETFs™. We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield. See more information.


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High Touch

Dedicated financial advice with a personal relationship.1

We offer clients the option of a high-touch relationship to help you meet your financial goals. A Schwab Financial Consultant can help you determine the right solution for you, based on your needs.

Schwab Private Client™

We provide you a dedicated team that collaborates with you to create and adjust a sophisticated strategy, tailored to your goals. You always stay informed and in control.

$500k to start. Fees start at 0.80% and the fee rate decreases at higher asset levels.

Call us at 866-645-4124 or find a local Financial Consultant to speak with.

Backed by Schwab's Satisfaction Guarantee >

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Schwab Advisor Network®

We'll refer you to an experienced, local independent investment advisor who can offer you personalized attention and specialized guidance.

$500k to start. Fees vary by independent advisor. No charge for referral.

Call us at 877-656-8749 or find a local Financial Consultant to speak with.


Additional Solutions

In addition to the solutions above, we offer specialized investment solutions to help you meet your specific goals. A Schwab Financial Consultant can help you determine what’s right for you, based on your individual goals and financial situation.

  • Schwab Managed Portfolios™

    A diversified portfolio of mutual funds or ETFs managed for you by Charles Schwab Investment Management, Inc. (CSIM).

    $25k to start.

  • Managed Account Select®

    A separately managed account of individual securities, such as stocks or bonds, managed on your behalf by a professional asset management firm.

    $100k to start.

  • Windhaven® Strategies

    Globally diversified strategies composed primarily of ETFs that strive to capture growth in rising markets while seeking to reduce exposure in declining markets.

    $100k to start.

  • ThomasPartners® Strategies

    Two approaches that strive to deliver a reliable source of income with the potential for income growth, to help you get to, and through, retirement.

    $100k to start.

Common Questions

Questions? We're ready to help.

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