The way you invest has changed, that's why we offer a suite of managed portfolios to help you pursue your financial goals. From automated investing 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.
Essential Portfolios
Automated, low-cost, low-minimum investment solution offering five goal-oriented ETF portfolios.
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.
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.
Portfolio choices you can grow with
Automated portfolio adjustments and rebalancing
Guidance and products tailored to fit your goals
Stay connected to your portfolio anywhere, anytime
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC | Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC | Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC | |
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What is it?
|
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC
Automated, low-cost, low-minimum investment solution offering five goal-oriented ETF portfolios. |
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC
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 PortfoliosOffered through TD Ameritrade Investment Management, LLC
The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account. |
Who is this best for?
|
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC
Digital-savvy, long-term focused investors looking for a simple, low-cost, portfolio solution. |
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC
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 PortfoliosOffered through TD Ameritrade Investment Management, LLC
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
|
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC
Ongoing portfolio monitoring and automatic rebalancing. The online dashboard let you view account performance and see how you're tracking toward your goal. |
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC
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 PortfoliosOffered through TD Ameritrade Investment Management, LLC
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
|
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC
$500 (when you set up automatic recurring deposits)* |
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC
$25,000 |
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC
$250,000 |
Advisory fees
|
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC
0.30% |
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC
0.75%-0.90% for the first $100,000 (varies by portfolio and investment amount) |
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC
0.60%-0.90% (varies by portfolio and investment amount) |
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC
Available on all portfolios |
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC
Available on select portfolios |
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC
Available on select portfolios |
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Essential Portfolios | Selective Portfolios | Personalized Portfolios |
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.
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.