SAN FRANCISCO–(BUSINESS WIRE)–Effective immediately, Charles Schwab is rebating the affairs fee on their professionally managed alternate armamentarium portfolios, Schwab Managed Portfolios™, to investors who accompany $25,000 or added in new assets into a new or absolute retirement account. This includes retirement rollover accounts, acceptable IRAs, Roth IRAs, and SEP IRAs for individuals. The fee abatement provides an befalling to acquaintance Schwab’s able money administering with no affairs fees for the aboriginal year.
“People are attractive for advice in accomplishing their retirement accumulation goals,” said Andy Gill, chief carnality admiral of Schwab Investor Services. ”Schwab Managed Portfolios delivers able portfolio administering that is simple to accept at a abundant value, allowance audience ability their goals.”
Schwab will abatement the Schwab Managed Portfolio affairs fees for the absolute aboriginal year for this offer. Audience that drop at atomic $25,000 into an IRA during the promotional aeon (01/01/08 – 8/31/08) and accept in Schwab Managed Portfolios will automatically accept annual affairs fee rebates. Schwab Managed Portfolios is a professionally managed adapted alternate armamentarium portfolio advised to bout assorted cyberbanking goals and levels of accident tolerance. With this service, a Schwab advance able will advice investors analyze the appropriate portfolio action based on their goals and accident tolerance.
Portfolio design, rebalancing and advancing administering for Schwab Managed Portfolios are managed by the Schwab Center for Cyberbanking Research, the developer of industry-recognized Schwab Disinterestedness Ratings, and Charles Schwab Advance Administering (CSIM), which currently manages 73 alternate funds, including 35 actively-managed funds, and bristles abstracted annual archetypal portfolios and has added than $236 billion in assets beneath management. Schwab Center for Cyberbanking Research is a analysis of Charles Schwab & Co. Inc., and CSIM is an associate of Charles Schwab & Co., Inc.
INVESTORS SHOULD CONSIDER CAREFULLY INFORMATION CONTAINED IN THE PROSPECTUS, INCLUDING INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. YOU CAN REQUEST A PROSPECTUS BY CALLING 800-435-4000. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. INVESTMENT VALUE WILL FLUCTUATE, AND SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN ORIGINAL COST.
Schwab Managed Portfolios™ Fee Abatement Action for IRA Rollovers and IRA Asset Transfers, Terms and Conditions: The Schwab Managed Portfolios Affairs Fee will be rebated for one year aloft condoning deposits of $25,000 or added into a new or absolute Schwab IRA annual and accepting into the Schwab Managed Portfolio program. Condoning deposits charge be new assets to Schwab deposited, amid January 1, 2008 and August 31, 2008. No added fees, commissions, charges, costs (including operating costs of the basal funds) or bazaar losses accompanying to your Schwab Managed Portfolios account(s) or any added annual at Schwab will be rebated. After the one year abatement period, the then-current Affairs Fees for Schwab Managed Portfolios will accumulate and be billed to your account(s).
This action is accountable to achievement of Schwab’s accomplishment requirements for Schwab Managed Portfolios, and for new accounts, annual accepting by Schwab. Action is not transferable, salable, or accurate in affiliation with any added Schwab offer. One action per IRA account. Added restrictions may apply, amuse see the Terms and Conditions of this action for added details.
Amuse apprehend Schwab’s Schedule H of Form ADV for important advice and disclosures apropos to Schwab Managed Portfolios.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq:SCHW) is a arch provider of cyberbanking services, with added than 300 offices and 7.1 million applicant allowance accounts, 1.3 million accumulated retirement plan participants, 286,000 cyberbanking accounts, and $1.4 trillion in applicant assets. Through its operating subsidiaries, the aggregation provides a abounding ambit of balance brokerage, banking, money administering and cyberbanking advising casework to alone investors and absolute advance advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, http://www.sipc.org), and affiliates action a complete ambit of advance casework and articles including an all-encompassing alternative of alternate funds; cyberbanking planning and advance advice; retirement plan and disinterestedness advantage plan services; referrals to absolute fee-based advance advisors; and custodial, operational and trading abutment for independent, fee-based advance admiral through its Schwab Institutional division. The Charles Schwab Bank, (member FDIC) provides cyberbanking and mortgage casework and products. Added advice is accessible at www.schwab.com. (0308-5244)
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