Combine our wealth management expertise with the power of an automated investment management platform from Institutional Intelligent Portfolios®! CLICK HERE to learn more.
We build, monitor, and automatically rebalance a portfolio of low-cost exchange-traded funds (ETFs) and mutual funds for you at 3/4ths of our full-service fee. Here’s how it works:
- You complete a short questionnaire based on your goals, risk tolerance, and timeline.
- We select a diversified portfolio of ETFs based on your questionnaire answers.
- We monitor your portfolio daily and automatically rebalance it when needed.
$0 – No commissions, No transaction fees!
For an annual fee of just 0.75% on your account balance*, you’ll get:
- An annual meeting, video conference, or phone call with an senior advisor
- Tax efficient, automated portfolio management
- Automatic tax-loss harvesting that can help offset taxes on your investment gains
- Unlimited access to our veteran advisory team beyond the annual meeting for just $150/hr (15 min increments)
- The ability to easily link to your other Schwab accounts and to your external checking or savings accounts
- No account minimum, but investment portfolio management begins when your account balance reaches $5,000
Mobile friendly platform. Download the Schwab INSTITUTIONAL Intelligent Portfolios® app on your device from the AppStore for iOS or Google Play for Android.
Combine our wealth management expertise with the power of an automated investment management platform from Institutional Intelligent Portfolios®! CLICK HERE to learn more. If you click Open an Account once there, enter Advisor Program Key K53L and click Continue to signup!
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* 1/12th of 0.75% billed monthly in arrears on your prior month’s average account balance.
These materials have been independently produced by PNW Asset Management. PNW Asset Management is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like PNW Asset Management. PNW Asset Management, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.
DISCLOSURE: Pacific Northwest Asset Management, LLC (hereinafter “PNW Asset Management”) is an investment adviser registered with Washington State. PNW Asset Management may not transact business in states where it is not appropriately registered, excluded or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.