TD Ameritrade

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Managed Portfolios

Managed portfolios matched to your goals

Managed portfolios offered by TD Ameritrade Investment Management, LLC, are goal oriented portfolios built on recommendations from the professionals at Morningstar Investment Management, LLC. With just a few questions TD Ameritrade Investment Management can recommend a managed portfolio for you, and then provide ongoing monitoring, allocation and rebalancing. This can save you time and help you stay invested for the long term. Learn about the different managed portfolios below, then get started today.

Identify your goals
Identify your goals
Receive a portfolio recommendation
Receive a portfolio recommendation
Select which managed portfolio is right for you
Select which managed portfolio is right for you
Open an account
Open and fund a portfolio

Managed portfolio types

Investment Management Services offers a suite of managed portfolios from TD Ameritrade Investment Management. They are designed to help you pursue your financial goals as they grow and change.

Essential Portfolios

Automated investing with low-cost, low minimum investment, with access to five goal-oriented portfolios of index ETFs.

 

Account Minimums and Advisory Fees:

  • There is a minimum investment of $5,000 and advisory fees of 0.30%.
Learn more

Selective Portfolios

A broader range of goal-oriented portfolios made up of mutual funds or ETFs, based on varying investment objectives and risk with ongoing rebalancing and monitoring.

 

Account Minimums and Advisory Fees:

  • There is a minimum investment of $25,000. Advisory fees vary by portfolio and investment amount.
Learn more

Let's get started together

We want to help you set financial goals that fit your life—and pursue them.

Talk with a Financial Consultant at 800-870-9668 to get started.

 

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