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Sophisticated Portfolio Management at a Competitive Price

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With program fees below 1% and strategies constructed primarily of ETFs, Windhaven® Strategies provides institutional-quality portfolio management and broad diversification for about the average cost of an actively managed mutual fund.

Annual program fees
Daily eligible assets Annual program fee (% of assets)1
First $500,000 0.95%
Next $500,000 0.90%
Next $1,000,000 0.80%
Over $2,000,000 0.70%
Investment minimums
Brokerage Account/IRA Eligible ERISA Account
$100,000 $25,000

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      Talk to a Schwab Investment Professional to see if Windhaven Strategies are right for you.



Please refer to the Windhaven Strategies Disclosure Brochure for additional information.