Fixed Income Separately Managed Account

Customized bond portfolios from E*TRADE
  • Professionally managed account
  • Dedicated E*TRADE Financial Consultant
  • Access to professional third-party Portfolio Managers
  • Choose from taxable and municipal bond portfolios

Call 1-800-387-2331 to get started

 

$250,000

minimum initial investment

Why a Fixed Income Separately Managed Account?

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 a portfolio tailored to your needs. 

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Direct bond ownership

You own the individual securities in your portfolio

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Professional management

All the research, buying, and selling is done for you

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Flexible customization

A bond portfolio built to your specification by third-party Portfolio Managers

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Investment choices

Choose actively managed or laddered fixed income portfolios with staggered dates of maturity

Call 1-800-387-2331 to get started

(weekdays 8 a.m. - 8 p.m. EST)

Call 1-800-387-2331 to get started

(weekdays 8 a.m. - 8 p.m. EST)

One fee. Personalized service. Professional management.

With a Fixed Income Separately Managed Account, you pay an annual asset based advisory fee. There are no additional transaction costs.

Account market value1 Annual advisory fee2
Actively Managed Portfolios
First $1,000,000 0.75% Advisory fee
Next $2,000,000 0.70% Advisory fee
Next $1,000,000 and more 0.65% Advisory fee
Laddered Portfolios
First $1,000,000 0.45% advisory fee
Next $2,000,000 0.40% advisory fee
Next $1,000,000 and more 0.35% advisory fee

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