| Costs and Fees | Account Minimums | |
|---|---|---|
|
Schwab Intelligent Portfolios®12 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 FDIC-insured Deposit Accounts at Charles Schwab Bank, SSB. Certain conditions must be satisfied for FDIC insurance coverage to apply. Charles Schwab & Co., Inc. is not an FDIC-insured bank and deposit insurance covers the failure of an insured bank. Some cash alternatives outside of the program pay a higher yield. See more information below.
|
No advisory fee + No commissions | $5,000 |
| Schwab Wealth Advisory™13 |
Starts at 0.80% (Fee rates decrease at higher asset levels)
|
$500,000 |
| Schwab Advisor Network®14 |
No charge for referrals Fees vary by advisor
|
$2,000,000 |
| Schwab Managed Portfolios15 |
Starts at 0.90% (Fee rates decrease at higher asset levels)
|
$25,000 |
| Managed Account Select® Equity Strategies16 |
Starts at 1.00% (Fee rates decrease at higher asset levels)
|
$100,000 |
| Managed Account Select® Fixed Income Strategies16 |
Starts at 0.65% (Fee rates decrease at higher asset levels)
|
$250,000 |
|
Wasmer Schroeder™ Strategies17 |
Starts at 0.55% (Fee rates decrease at higher asset levels)
|
$250,000 |
|
Windhaven® Strategies18 |
Starts at 0.95% (Fee rates decrease at higher asset levels)
|
$100,000 |
| ThomasPartners® Strategies19 |
Starts at 0.90% (Fee rates decrease at higher asset levels)
|
$100,000 |
|
Schwab Personalized Indexing™20 |
Starts at 0.40% (Fee rates decrease at higher asset levels)
|
$100,000 |
Initial Rows | Narrow
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Initial Rows | Wide
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