Managed Investment Portfolios

Get a professionally managed account solution
  • E*TRADE Capital Management provides ongoing professional management
  • Low annual net advisory fee with no brokerage commissions, underlying fund expenses will apply
  • Available by phone or in person at an E*TRADE branch
Call 1-800-387-2331 to get started
$25,000

minimum initial investment

no more than 0.90%

annual net advisory fee

Why a Managed Investment Portfolio?

It’s a low-cost, low-minimum way to get the benefits of professional money management. E*TRADE Capital Management will build and manage a diversified portfolio around your financial needs.

A team of professionals - image

Professional Management

A customized portfolio will be created and managed by E*TRADE Capital Management

Low minimum, low fees - image

Low minimum, low fee

A $25,000 minimum initial investment and annual net advisory fee from 0.65% to 0.90% help put professional management within reach

 

A diversified portfolio

Managed Investment Portfolios are built around your needs and tolerance for risk, using mutual funds and/or ETFs

Start by phone or in person - image

Start by phone or in person

Call us at 1-800-760-9036 or visit one of our branches to get started (This account is not available online)

$

When you call, ask us for $600

We'll give you up to $600, when you open a Managed Investment Portfolio.1 How it works

 

Call us at 1-800-387-2331 (weekdays 8 a.m. - 8 p.m. EST)

When you call, ask us for $600

We'll give you up to $600, when you open a Managed Investment Portfolio.1 How it works

 

Call us at 1-800-387-2331 (weekdays 8 a.m. - 8 p.m. EST)

One fee. Personalized service. Professional management.

With a Managed Investment Portfolio, you pay an annual asset based advisory fee. There are no additional transaction costs, but underlying fund expenses will apply.

Account market value2

Annual net advisory fee3

First $100,000 0.90%
Next $150,000 0.80%
Next $250,000 0.75%
Next $500,000 0.70%
Next $1,000,000 and more 0.65%

 

Explore similar solutions

Unified Managed Account


Get a customized portfolio of individual securities
 

Get a professionally chosen, professionally managed portfolio of stocks, mutual funds, and/or ETFs from E*TRADE Capital Management. Get started with a $150,000 initial investment.

Adaptive Portfolio

The self-adjusting portfolio from E*TRADE Capital Management
 

Get an online managed portfolio that is customized, diversified, and automatically rebalanced as necessary to help you stay on track. Get started with a $10,000 initial investment ($5,000 for Roth or Traditional IRAs).

OneStop Rollover IRA

Let the pros at E*TRADE Capital Management manage your IRA
 

Roll over your 401(k) and automatically invest into Adaptive Portfolio, customized to your needs. Get started with a $10,000 initial investment.