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

 

$150,000

minimum initial investment

no more than 1.25%

annual net advisory fee

Getting started with your Unified Managed Account

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.

 

Work one-to-one with a professional- image

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.

A portfolio built around your guide - image

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.

 

Sit back- we'll handle the rest - image

When you call, ask us for $600

We'll give you up to $600, when you open a Unified Managed Account.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 Unified Managed Account.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 Unified Managed Account, you pay an annual asset based advisory fee. There are no additional transaction costs, but underlying fund expenses may apply.

Account market value2

Annual net advisory fee3

First $1,000,000 1.25% Advisory fee
Next $1,000,000 1.15% Advisory fee
Next $3,000,000 1.10% Advisory fee
Next $5,000,000 and more 0.95% Advisory fee

 

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