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
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 customized portfolio will be created and managed by E*TRADE Capital Management
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
Call us at 1-800-760-9036 or visit one of our branches to get started (This account is not available online)
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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.
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.