Separately Managed Accounts

Being one of our Institutional Platform, also allows you to access Charles Schwab & Co., Inc’s Separately Managed Account Platform.  For clients who need greater specialization and prefer separate accounts for each investing strategy, this is an ideal platform.  In addition to the diversified portfolios offered by us, the client may allocate some of their assets into one of the Separately Managed Accounts.

The benefits of the Separately Managed Accounts include the following:

  • Expert Management
  • Tax Management
  • Specialized Services
  • Competitive Pricing

Charles Schwab Managed Account Platform offers three different types of Separately Managed Account access. They are as follow:

  • Managed Account Marketplace account minimum depends on the money manager selected by the client
  • Managed Account Select accounts have a money manager minimum of $100,000 for equity and $250,000 for fixed income (some managers may have higher minimums)
  • Managed Account Access accounts have a money manager minimum of $100,000 for equity and $250,000 for fixed income (some managers may have higher minimums)

Please call or email us for more information.

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