Managed portfolios matched to your goals
Choose the level of guidance that's right for you
- 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 by TD Ameritrade Investment Management.
- Features a digital dashboard with goal managing and tracking capabilities and access to a Financial Consultant.
- Requires a minimum investment of $25,000 with an advisory fee that varies by portfolio and investment amount.
- Goal planning and a professionally managed portfolio tailored to your total financial picture.
- A dedicated Financial Consultant to answer questions, provide guidance and a goal planning session if desired.
- A Portfolio Consultant from TD Ameritrade Investment Management, LLC oversees and rebalances the portfolio as needed to stay on track.
- Features a comprehensive online dashboard that 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.
- Requires a minimum investment of $250,000 (can be combined from different accounts) with an advisory fee that varies by portfolio and investment amount.