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Find the
Schwab Intelligent
investment advice
option for you.

Our Intelligent investment solutions are designed to provide you with robo-advice, plus the level of personalized planning and guidance that fits your needs. We’ll help you choose the right option.

Schwab Intelligent Portfolios® Schwab Intelligent Advisory
Managment

Intelligent Portfolio Management

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ManagmentIntelligent Portfolio Management
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
Goals-based investing options (e.g. retirement, vacation, new home, etc.) Checkmark Checkmark
Diversified portfolio of handpicked, low-cost ETFs Checkmark Checkmark
Daily monitoring and rebalancing when needed Checkmark Checkmark
Tax-loss harvesting* Checkmark Checkmark
Technology

Personalized Financial Plans

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TechnologyPersonalized Financial Plans
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
Link and view your existing accounts at over 11,000 institutions Checkmark
Customize multiple goals, risk tolerance, and timeline setting Checkmark
Personalized Action Plan and portfolio recommendations Checkmark
Probability of Success” planning and tracking tool Checkmark
Personalize

1:1 Live Advice & Ongoing Guidance

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Personalize1:1 Live Advice & Ongoing Support
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
24/7 access to a Schwab professional Checkmark Checkmark
Portfolio review with a Planning Consultant (who is a Certified Financial Planner professional) Checkmark
Partner with a Planning Consultant anytime, plus an annual check-in Checkmark
Fees

Fees & Minimums

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FeesFees & Minimums
Schwab Intelligent Portfolios® Schwab Intelligent Advisory
No commissions charged Checkmark Checkmark
Minimum investment $5,000 $25,000
Advisory fee $0 0.28% advisory fee1

 

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 program pay a higher yield. See more information.

 

Schwab Intelligent Portfolios® Schwab Intelligent Advisory
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