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Schwab Intelligent Portfolios®14 Just as if you’d invested on your own, you will 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 programs pay a higher yield. See more information below.
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No advisory fee + No commissions |
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Schwab Intelligent Portfolios Premium™14 Just as if you’d invested on your own, you will 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 programs pay a higher yield. See more information below.
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One-time planning fee: $300 Monthly advisory fee: $30
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Schwab Private Client™15 Call 866-645-4124
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Starts at 0.80% (Fee rates decrease at higher asset levels)
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Schwab Advisor Network®16 Call 877-549-1403
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No charge for referrals Fees vary by advisor
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Schwab Managed Portfolios17 Call 866-855-5689
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Starts at 0.90% (Fee rates decrease at higher asset levels)
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Managed Account Select® Equity Strategies17 Call 866-855-9041
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Starts at 1.00% (Fee rates decrease at higher asset levels)
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Managed Account Select® Fixed Income Strategies17 Call 866-855-9041
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Starts at 0.65% (Fee rates decrease at higher asset levels)
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Wasmer Schroeder™ Strategies17 Call 855-966-3713
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Starts at 0.55% (Fee rates decrease at higher asset levels)
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Windhaven® Strategies18 Call 877-336-5375
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Starts at 0.95% (Fee rates decrease at higher asset levels)
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ThomasPartners® Strategies18 Call 877-566-1032
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Starts at 0.90% (Fee rates decrease at higher asset levels)
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Initial Rows | Narrow
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Initial Rows | Wide
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