TD Ameritrade

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Managed Portfolios

Managed portfolios matched to your goals

Managed portfolios are offered by TD Ameritrade Investment Management, LLC, are goal oriented portfolios. 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

Managed portfolios are offered through TD Ameritrade Investment Management, LLC. They are designed to help you pursue your financial goals as they grow and change.

Selective Portfolios

A 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

Personalized Portfolios

Tailored portfolio planning and investment advice from a dedicated Financial Consultant that takes your total financial picture into account.

 

Account Minimums and Advisory Fees:

  • There is a minimum investment of $250,000 (can be combined from different accounts). Advisory fees vary by portfolio and investment amount.
Learn more

Check the background of TD Ameritrade on FINRA's BrokerCheck