Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Looking for a robo-advisor?

Automated investing builds, monitors, and rebalances a diversified portfolio based on your goals. If interested in a robo-advisor, view our affiliate offering at schwab.com

Investment Management Services

Managed portfolio solutions for today's investor

The way you invest has changed, that's why we offer managed portfolios. From goal-oriented solutions to portfolio management with a more personal touch, the professionals at TD Ameritrade Investment Management, LLC will recommend a portfolio based on your financial goals.

  • Selective Portfolios

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

    The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account.
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Find the level of involvement that's right for you

Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and TD Ameritrade Investment Management, LLC will recommend a portfolio to fit your needs.

Get solutions that fit your goals, even when they change and grow


  • money growing

    Invest

    Portfolio choices you can grow with

  • clock

    Monitor

    Automated portfolio adjustments and rebalancing

  • team of people

    Support

    Guidance and products tailored to fit your goals

  • desktop and mobile trading platforms

    Access

    Stay connected to your portfolio anywhere, anytime

  • money symbol

    Cost

    Straightforward, fee-based pricing

Choose the level of guidance that's right for you

Selective Portfolios

Offered through TD Ameritrade Investment Management, LLC

Personalized Portfolios

Offered through TD Ameritrade Investment Management, LLC

What is it?

Selective Portfolios

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

Personalized Portfolios

The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account.

Who is this best for?

Selective Portfolios

Digital-savvy and long-term investors looking for more sophisticated strategies and portfolio recommendations. A Financial Consultant can help you determine your financial goals.

Personalized Portfolios

Designed for long-term focused investors looking for more customized portfolio management and advice. Includes a one-to-one relationship with a dedicated Financial Consultant.

Managing and tracking

Selective Portfolios

Dedicated support team that provides regular reporting on how you're tracking toward your goal. Or you can access the online dashboard any time to view account performance and goal tracking.

Personalized Portfolios

One-on-one relationship with a Senior Financial Consultant and a Portfolio Consultant. A comprehensive digital dashboard provides a one-stop view of all investments, including account aggregation, integrated goal-tracking, and performance for both TD Ameritrade and non-TD Ameritrade accounts.

Minimum investment

Selective Portfolios

$25,000

Personalized Portfolios

$250,000

Advisory fees

Selective Portfolios

0.75%-0.90% for the first $100,000 (varies by portfolio and investment amount)

Personalized Portfolios

0.60%-0.90% (varies by portfolio and investment amount)

Tax loss harvesting

Selective Portfolios

Available on select portfolios 

Personalized Portfolios

Available on select portfolios 

A dedicated support team

From our Financial Consultants who listen to your goals, to TD Ameritrade Investment Management who manages portfolios, you've got a team always working to help you pursue what's important to you. 

Let's talk about your goals.

Schedule a goal planning session.

Build an approach that's designed to help you succeed

We want to help you set financial goals that fit your life—and pursue them. We'll take the time to listen and understand what matters to you before you invest.

Let's talk. Call 800-870-9668 to get started

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Looking for a robo-advisor?

Automated investing builds, monitors, and rebalances a diversified portfolio based on your goals. If interested in a robo-advisor, view our affiliate offering at schwab.com

Check the background of TD Ameritrade on FINRA's BrokerCheck