Personalized Investments

You'd like help managing your investments. But you also want to stay fully informed and in control of your strategy. E*TRADE Personalized Investments might be just what you're looking for.

A range of portfolios for every investor

Investing is not one size fits all. We offer a choice of professionally managed portfolios that give you the level of customization and support you want, all at great value. Best of all, you stay in control of your investing strategy.

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Core Portfolios

Efficient digital portfolios guided by you

  • $5,000 to start, 0.30% flat annual fee
  • Tell us about your approach to investing and we'll recommend and manage a portfolio for you
  • Track your performance online 24/7 and get help whenever you need it
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Blend Portfolios

Tailored portfolios, personalized support

  • $25,000 to start, 0.65%–0.90% blended annual fee
  • Work with a Financial Consultant to choose a diversified portfolio tailored to your needs
  • We monitor and manage your portfolio to help keep you on track
  • Track your portfolio performance online 24/7, plus get one-on-one portfolio reviews
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Dedicated Portfolios

Custom portfolios built just for you

  • $150,000 to start, 0.95%–1.25% blended annual fee
  • Collaborate with a dedicated Financial Consultant to build a custom portfolio from scratch
  • We actively manage your portfolio, while you stay in control of your investment and tax strategy
  • Track your portfolio performance online 24/7, plus get one-on-one portfolio reviews
Need help understanding your choices? Call us at 800-387-2331.

Compare portfolio choices

 

Core Portfolios

Efficient digital portfolios guided by you

Blend Portfolios

Tailored portfolios, personalized support

Dedicated Portfolios

Custom portfolios built just for you

Get started with

$5,000

$25,000

$150,000

Annual fee

  • 0.30% flat annual fee
  • No additional trading or transaction fees
  • 0.65%–0.90% annual blended fee
  • No additional trading or transaction fees
  • 0.95%–1.25% annual blended fee
  • No additional trading or transaction fees
Investment choices
  • Exchange-traded funds (ETFs)
  • Exchange-traded funds (ETFs)
  • Mutual funds
  • Individual stocks
  • Exchange-traded funds (ETFs)
  • Mutual funds
More ways to personalize
  • Taxable and tax-sensitive portfolios
  • Socially responsible and smart beta investments
  • Taxable and tax-sensitive portfolios
  • Socially responsible and smart beta investments
  • Based on your strategy preferences
  • Taxable and tax-sensitive portfolios
  • Socially responsible investments
  • Tax-loss harvesting
  • Integrate existing assets into your proposed strategy
  • Restrict securities based on sector preferences
Client support

Access to help when you need it by calling our team of specialists

Work with a Financial Consultant and get help when you need it

One-on-one relationship with a dedicated Financial Consultant

 

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Interested in a custom bond portfolio?

Find out about our professionally built and actively managed Fixed Income Portfolios. $250,000 to start, 0.35%–0.75% annual blended fee.

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