Managed Investment Portfolios

Get a professionally managed account solution
  • E*TRADE Capital Management provides ongoing professional management
  • Low annual 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 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 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 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%

 

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