Portfolio TypeHow It Works

Amerivest Core Portfolios
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A diversified portfolio made up of mutual funds or ETFs―your choice. Holdings span a broad range of investment styles, sectors, market caps, and regions.

Amerivest Managed Risk Portfolio
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Designed to produce moderate and consistent returns with lower volatility over the long run, while still maintaining a low sensitivity to interest rate and equity market risks. Suggested for investors who want to participate in the market, but want to more actively manage risk.

Amerivest Opportunistic Portfolios
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Provides exposure to world markets with a specific focus on industry sectors. Recommended for aggressive investors and those seeking a highly tactical investment approach that seeks and leverages opportunities in changing market conditions.

Amerivest Supplemental Income Portfolios
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Weighted toward fixed income. Limits exposure to equities to help manage volatility. Helps supplement retirement or other income needs.

Core

Managed Risk

Opportunistic

Supplemental Income

Invests in investment products chosen by Morningstar Associates' experienced investment professionals

Overseen by Amerivest for ongoing portfolio management – Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC, and is tailored to customers looking for help in pursuing their investment goals.

Employs a broadly diversified portfolio approach based on your objectives

Invests in actively managed mutual funds

 

Invests in ETFs

 

Management & Automatic Rebalancing, Investing and Reallocation

Discretionary Management – Amerivest purchases and sells portfolio securities for you, and provides ongoing portfolio management.

Automatic Portfolio Rebalancing - automatically rebalances your portfolio for you

Automatic Portfolio Investing – new cash deposits automatically invested

Automatic Portfolio Reallocation – monitoring and reallocating your portfolio to new allocations, as needed

Fee Schedule*

Annual Advisory Fee

Commission

None

First $100,000

1.00%

1.00%

1.25%

0.75%

Next $150,000
(or portion thereof)

1.00%

1.00%

1.25%

0.60%

Next $250,000
(or portion thereof)

0.70%

0.70%

0.95%

0.45%

Additional assets over $500,000

0.55%

0.55%

0.80%

0.30%

Investment Minimum

$25,000

$25,000

$25,000

$25,000

Phone Support

888-310-7921

Get Started with Amerivest Portfolios

  1. Complete a simple questionnaire online or with a TD Ameritrade Investment Consultant at your local  branch or by phone.

  2. Amerivest will assess your objective, time horizon, and risk tolerance to find the best portfolio solution for your needs.

  3. Once you have chosen an Amerivest portfolio, you'll open a TD Ameritrade Investing Account in which to implement it, and Amerivest will manage the portfolio according to your goals.