Wasmer Schroeder™ actively managed strategies.
Fixed income investing that's tailored to fit you.
With actively managed strategies, portfolio managers seek to enhance returns and reduce risk by repositioning the portfolios as market dynamics shift, regardless of where we are in a market cycle.
Wasmer Schroeder tax-exempt actively managed strategies.
Primarily for higher tax bracket investors looking to generate steady income.
| Account Minimum | Fixed Income Style | Fees* | |
|---|---|---|---|
| Wasmer Schroeder Short Tax Exempt | $250,000 | Short-Term Municipals | Start at 0.55% |
| Wasmer Schroeder Intermediate Tax Exempt | $250,000 | Intermediate-Term Municipals | Start at 0.55% |
| Wasmer Schroeder Positive Impact Tax Exempt | $250,000 | Intermediate-Term Municipals | Start at 0.55% |
| Wasmer Schroeder Intermediate Strategic Tax Exempt | $250,000 | Intermediate-Term Municipals | Start at 0.55% |
| Wasmer Schroeder Strategic Tax Exempt | $250,000 | Long-Term Municipals | Start at 0.55% |
Let's talk about Wasmer Schroeder Strategies for your portfolio.
Frequently asked questions about Wasmer Schroeder actively managed strategies.
Fees for actively managed strategies start at 0.55% annually.
You may be able to take advantage of lower pricing if you have multiple accounts within your household enrolled in Wasmer Schroeder Strategies, provided they are of the same asset class.*
No. Schwab believes in giving investors the freedom to choose from both Schwab products and, through Managed Account Select, products offered by a set of experienced third-party investment management firms. Managed Account Select includes additional choices of actively managed fixed income strategies. Learn more.
No. If you have an existing relationship with a Schwab Financial Consultant, you can continue to work with him or her to review, select, and monitor your managed account. Your Schwab Financial Consultant will communicate with your selected asset manager on your behalf.