A portfolio built for you image

Adaptive Portfolio

An automated advisory solution that combines professional management and the speed and responsiveness of technology.1 It is monitored and rebalanced to help keep you on track.2

Personal service image

Managed Investment Portfolio

Work with Financial Consultants to select a diversified portfolio of ETFs and/or mutual funds that's based on your needs. Get the benefits of professional money management with a low advisory fee.

 

Unified Managed Account

A custom portfolio built for you that may include stocks, mutual funds, and/or ETFs. A dedicated Financial Consultant will build a portfolio around your unique financial needs and provide ongoing support throughout your relationship.

Fixed Income Separately Managed Account

A custom portfolio of fixed income securities tailored to your needs. A dedicated Financial Consultant will work with you to establish your financial goals, risk tolerance, and time horizon. Then a professional Portfolio Manager builds and manages your portfolio.

Compare all managed solutions

Adaptive Portfolio (AP)

A portfolio that rebalances itself automatically

Managed Investment Portfolio (MIP)

Dedicated Financial Consultant support

Unified Managed Account (UMA)

Get a custom portfolio of individual securities

Fixed Income Separately Managed Account (FISMA)

Professional Portfolio Managers

Initial portfolio minimum $5,000
$25,000 $150,000
$250,000

Annual advisory fee3

Any underlying fund
expenses will apply

 

Flat 0.30%

No trading commissions 

 

0.90% or less

No trading commissions

 

1.25% or less

No trading commissions

0.75% or less for actively managed fixed income portfolios

0.45% or less for laddered bond portfolios

No trading commissions

Client support
Access to a team of Investment Adviser Representatives1

Dedicated Investment Adviser Representative or designated Managed Account Support Team

Dedicated Investment Adviser Representative, plus access to third-party professional money managers
Dedicated Investment Adviser Representative, plus access to third-party professional Portfolio Managers
Portfolio investments Exchange-traded funds
(ETFs)

Choice of
• All ETFs
• All mutual funds
• Hybrid of ETFs and mutual funds 

Customized mix of
• Stocks
• ETFs
• Mutual funds

Customized:
• Corporate bonds
• Municipal bonds
• U.S. Gov't bonds
Tax-related features Tax-sensitive portfolio options available

Tax-sensitive portfolio options available

Tax-aware portfolio management

Personalized tax-loss harvesting available

Tax-sensitive municipal
bond portfolios
available
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