Schwab Intelligent Portfolios Premium
GPTKB entity
Statements (25)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Robo-advisor service
|
| gptkbp:accessToHumanAdvisor |
Yes
|
| gptkbp:accountTypesSupported |
IRAs
Taxable accounts Trust accounts |
| gptkbp:annualFee |
$30
|
| gptkbp:financialPlanning |
Comprehensive
|
| gptkbp:firstReleased |
2019
|
| gptkbp:formerName |
gptkb:Schwab_Intelligent_Advisory
|
| https://www.w3.org/2000/01/rdf-schema#label |
Schwab Intelligent Portfolios Premium
|
| gptkbp:minimumInvestment |
$25,000
|
| gptkbp:mobileAppAvailable |
Yes
|
| gptkbp:offeredBy |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:oneTimePlanningFee |
$300
|
| gptkbp:portfolioComposition |
ETFs
|
| gptkbp:portfolioManagement |
Algorithm-based
|
| gptkbp:provides |
Automated investment management
Portfolio rebalancing Tax-loss harvesting Unlimited access to CFP professionals Financial planning tools |
| gptkbp:targetAudience |
Individuals seeking automated investing with financial planning
|
| gptkbp:website |
https://www.schwab.com/intelligent-portfolios/premium
|
| gptkbp:bfsParent |
gptkb:Schwab_Intelligent_Portfolios
|
| gptkbp:bfsLayer |
6
|