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 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
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC | Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC | |
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What is it?
|
Selective PortfoliosOffered through TD Ameritrade Investment Management,
LLC
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 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?
|
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
|
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
|
Selective PortfoliosOffered through TD Ameritrade Investment Management,
LLC
$25,000 |
Personalized PortfoliosOffered through TD Ameritrade Investment Management,
LLC
$250,000 |
Advisory fees
|
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) |
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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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.