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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

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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

A portfolio that rebalances itself automatically

Managed Investment Portfolio

Dedicated Financial Consultant support

Unified Managed Account

Get a custom portfolio of individual securities

Fixed Income Separately Managed Account

Professional Portfolio Managers

Initial portfolio minimum $10,000 ($5,000 for Traditional & Roth IRAs)3
$25,000 $150,000
$250,000
Annual advisory fee4
0.30% 0.65-0.90% 0.95-1.25%

0.75% or less for actively managed fixed income portfolios

0.45% or less for laddered bond portfolios

No trading commissions

Client support
Adaptive Portfolio Support Team1

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

Choice of
• All ETFs
• ETF/mutual fund hybrid

Choice of
• All ETFs
• All mutual funds
• ETF/mutual fund hybrid

Customized mix of
• Stocks
• Mutual funds
• ETFs

Customized mix of
• 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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