See Schwab's comprehensive list of commissions, fees, and other costs. Premium costs $30 a month (billed as $90 quarterly) and requires a balance of $25,000 or more. They're trying to figure out how do I do all of these things. You should read the tax-loss harvesting disclosures on the Website and in the. Note that this fee is only applied to Premium accounts; it doesn't apply to basic Schwab Intelligent Portfolios accounts. Whether you're recommended to invest in a more conservative or more aggressive portfolio is based on … If the balance across all your Schwab Intelligent Portfolios Premium accounts falls below the $25,000 minimum, you could be unenrolled from Schwab Intelligent Portfolios Premium and lose online access to your plan and planning tools, as well as access to a CERTIFIED FINANCIAL PLANNER™ professional. Like other automatic advisory services, Schwab cooks up a customized portfolio based on the answers to questions that get at an investor’s goals, time horizon and risk profile. A diversified portfolio, tailored to your needs. Schwab Intelligent Portfolios Review 2020: Pros, Cons and How It Compares Schwab Intelligent Portfolios charges no account management fee. Deposits held at Schwab Bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Schwab Intelligent Portfolios Premium: $300 one-time planning fee. Here's the percentage of assets under management you'll pay for Schwab Intelligent Portfolios Premium at sample portfolio balances: $30/month as a percentage of assets per year. The typical fee range for robo advisors is 0.25% to 0.50%. Trusts, UGMA, UTMA, tenants in common and community property. Schwab Intelligent Portfolios Premium additionally offers comprehensive financial planning with guidance from a CERTIFIED FINANCIAL PLANNER™ professional and access to online planning tools for a one-time planning fee of $300 and just a $30/month advisory fee after that. Diversification, automatic investing and rebalancing strategies do not ensure a profit and do not protect against losses. Schwab Intelligent Portfolios Premium clients get unlimited one-on-one guidance from a Certified Financial Planner®, a customized financial plan … Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co., Inc. ("Schwab"), a … It’s going to use Schwab and non-Schwab ETFs selected through objective screening. Plus, you can get started with as little as $5,000 to invest. Neither the tax-loss harvesting strategy nor any discussion herein is intended as tax advice, and neither Charles Schwab & Co., Inc. nor its affiliates, including but not limited to Charles Schwab Investment Advisory, Inc., represents that any particular tax consequences will be obtained. . Speaking of goals, Schwab Intelligent Portfolios Premium offers a variety of tools to help you set and reach your financial goals. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. This robo-advisor has over 300 physical branches if … Monthly cost to manage a $100,000 portfolio: $20.83; Charles Schwab Intelligent Portfolios. If for any reason you're not completely satisfied, we'll refund any eligible fee and work with you to make things right. Since the CFP® professional will contact you by phone, you do not need to connect audio in the video conference session. The Schwab Intelligent Portfolios Premium fees are levied with a subscription model. Christina [offscreen]: I love working as a planner, because I get to help people figure out how to get from today to tomorrow. Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals.