Unified Managed Account
Customized portfolios from E*TRADE Capital Management
- Work with a Financial Consultant
- Access to third party professional money managers
- Diversified investment mix, including stocks, mutual funds, and ETFs
- Tax-sensitive portfolios available
Call 1-800-387-2331 to get started
minimum initial investment
no more than 1.25%
annual advisory fee
Work one-to-one with a Financial Consultant
With a Unified Managed Account, you’ll get your own Financial Consultant who’ll work with you throughout your relationship.
A portfolio built around your financial goals
Talk to your Financial Consultant about your financial goals, risk tolerance, and time horizon. We’ll build a portfolio customized to your needs.
Benefit from ongoing rebalancing
With a Unified Managed Account, there’s no need to babysit your portfolio. We’ll monitor your investments, adjust them as needed and give you periodic performance reviews.
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Let E*TRADE Capital Management LLC manage your rollover assets
Transfer the assets from an old workplace plan and automatically invest into Adaptive Portfolio. Get started with a $5,000 minimum initial investment.