TD Ameritrade

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Investment Management Services

Managed portfolio solutions for today's investor Managed portfolio solutions for today's investor

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.

Compare portfolios

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

Invest

Portfolio choices you can grow with

Monitor

Automated portfolio adjustments and rebalancing

Support

Guidance and products tailored to fit your goals

Access

Stay connected to your portfolio anywhere, anytime

Cost

Straightforward, fee-based pricing

Choose the level of guidance
that's right for you

Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC
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 sevice, 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 Porftolio 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

$5,000

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%-1.25% 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 

A dedicated support team A dedicated support team

From our Financial Consultants who listen to your goals, to TD Ameritrade Investment Management who manages portfolios, to the professionals at Morningstar Investment Management who recommend the funds - 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.

Get started

Stay connected with the
TD Ameritrade Portfolios App

Keep your investments on track by reviewing your portfolio's past and projected performance to make sure it's on pace to reach your goals. You can view your asset allocations and check the balances of all your linked accounts.

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.

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