Charles Schwab Intelligent Portfolio Performance
Schwab a dually registered.
Charles schwab intelligent portfolio performance. The base service intelligent portfolios is a robo advisor that requires a 5 000 minimum. The typical fee range for robo advisors is 0 25 to 0 50. Please read the schwab intelligent portfolios solutions disclosure brochures for important information pricing and disclosures related to the schwab intelligent portfolios and schwab intelligent portfolios premium programs. Schwab intelligent portfolios looks to be one of the best overall robo advisors available.
Charles schwab intelligent portfolios performance review 2020. Schwab a dually registered investment advisor and broker dealer. Charles schwab launched its intelligent portfolios offering in 2015 and made a splash with its zero fee advisory service with a minimum investment of 5 000. This can significantly reduce a portfolio s performance over the long term.
Portfolio management services are provided by charles schwab investment advisory inc. Schwab intelligent portfolios and schwab intelligent portfolios premium are made available through charles schwab co inc. Charles schwab s online advisor service schwab intelligent portfolios offers two options to investors.