Dedicated Portfolios

Custom portfolios built just for you

  • Collaborate with your own dedicated Financial Consultant
  • Get a custom portfolio of stocks, ETFs, and mutual funds
  • Benefit from active ongoing portfolio management
  • Stay in control of your investment
To get started, call 800-387-2331 or visit a branch.


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blended annual advisory fee
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Why invest with Dedicated Portfolios?

Have more complex financial needs? With Dedicated Portfolios, you collaborate with a dedicated Financial Consultant to build a fully custom portfolio that’s monitored and actively managed for you.

One-to-one support

You get a dedicated Financial Consultant who works with you to build your portfolio and supports you throughout your relationship

Full customization

Our investment strategy team builds a fully customized portfolio based on your goals, risk tolerance, and time horizon 

Individual securities

Based on your unique needs and preferences, your portfolio may include individual stocks, as well as ETFs and mutual funds

Ongoing control

Even though we handle all of the investing, you stay in control of your investment strategy and can track your performance online 24/7

Full customization

Your Financial Consultant collaborates with you to create a strategy, then our investment strategy team builds a portfolio customized to your exact needs.

  • Target specific financial goals with the flexibility to invest in individual stocks, ETFs, and mutual funds
  • Look to keep more of what you earn with tax-sensitive strategies
  • Restrict individual securities to align with your preferences and integrate your existing assets into your proposed strategy

Complete access and transparency

With Dedicated Portfolios, you always stay informed and in control of your investment strategy.

  • Know how much you're paying with blended annual advisory fees ranging from 0.95%–1.25% and no trading commissions or transaction fees charged
  • Direct ownership of underlying securities provides the ability to see your individual investments and request adjustments
  • Our digital dashboard lets you track your performance and individual investments online 24/7 

Experienced portfolio management

Your portfolio is built and managed according to time-tested principles by professionals with decades of combined experience.

  • Our investment strategy team actively monitors your portfolio and makes adjustments to help keep you on track
  • Get your own dedicated Financial Consultant who will support you throughout your relationship
  • We'll keep you informed of key market events and trends that may affect your portfolio

How much does it cost?

Dedicated Portfolios Pricing

Account market value Blended annual advisory fee
First $1,000,000 1.25%
Next $1,000,000 1.15%
Next $3,000,000 1.10%
Next $5,000,000 and more 0.95%

Annual Fee Calculator

Enter your initial investment amount to calculate your fee

Minimum investment: $150,000

Annual fee*

*Based on 0.95%–1.25% blended annual fee

Have questions? Call us at 800-387-2331 or visit a branch.

Explore more investing solutions

Fixed Income Portfolios

Custom portfolio of investment-grade bonds with $250,000 minimum

Work with a dedicated Financial Consultant on building a custom bond portfolio managed by third-party portfolio managers.

Blend Portfolios

Professionally managed portfolios with $25,000 minimum

Work with a Financial Consultant to get a tailored portfolio of mutual funds and ETFs that’s managed for you.

Core Portfolios

Automated investment management

Get a diversified portfolio that’s monitored and managed for a low annual advisory fee of 0.30% and $500 minimum.