Schwab Intelligent Portfolios Review: Asset Allocation with a Modern Twist

For many years, Schwab has offered wealth management services, including managed portfolios and custom advice. However, the more traditional model of delivering these services at the entry level has involved packaging a diversified portfolio of mutual funds and ETFs with a minimum investment of $25,000 and asset management fee of .90%.

The automated “intelligent portfolios” allow smaller investors to gain access to advisory services with no direct charges to their accounts. Learn more about these portfolios.