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 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 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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