Managed Solutions

This offer is a separately managed account (SMA) in the direct indexing category providing investors access to a portfolio that can be personalized consistent with their investment goals and personal values.

• Wasmer Schroeder Multi-Income

• Schwab Intelligent Portfolio

• Selective Portfolios

• Schwab Personalized Index

This strategy strives to meet three key objectives: Monthly Income, Income Growth and Competitive Total Returns Over Time.

• ThomasPartners

• Windhaven

• Schwab Personalized Index

• Schwab Intelligent Portfolio

These strategies were recently added in September, 2024 from TD Ameritrade and is now being managed by Charles Schwab

• UMP

• Selective Portfolios

• SPI

• Windhaven Strategies

The premier Wealth Management program, within Schwab, that is backed by an experienced team delivering exceptional service.

• Schwab Advisor Network

• Schwab Private Client

• Wealth Enhancement Group

• Schwab Wealth Advisory

What is the starting program fee for the Windhaven strategy and the account minimum?

• .90bps/25k

• .95bps/100k

• .95bps/25k

• .90bps/100k

This strategy does not offer tax loss harvesting

• SMP ETF

• Windhaven

• UMP Custom

• UMP Wrap

What is the maximum amount of equities for the Windhaven Diversified Aggressive Strategy

• 95%

• 78%

• 85%

• 100%

This strategy provides exposure to U.S. securities with outstanding Environmental, Social and Governance (ESG) ratings.

• SPI: MSCI KLD 400

• SPI: Schwab 1000 Equity

• SPI: S&P Small Cap 600

• ThomasPartners Dividend Growth

This firm is on-matrix for the Schwab Advisor Network is best known for generating income. They use 6 asset classes to generate income in different buckets

• Schwab Intelligent Portfolio Income

• Capital Investment Advisors

• Grimes and Company

• InterOcean

This firm is considered On-Matrix for our Schwab Advisor Network

• Sequoia

• Cookson Pierce

• RWA Wealth Partners

• Callan Capital