Tap into the Experience and Intelligence of W&Ai Wealth Strategists for a
discounted fee and a low Investment minimum

  • Investment Portfolio’s Actively Managed by W&Ai Wealth Strategists
  • Fee for Investment Services: 1% of managed assets
  • Account Minimum: $5,000

Statements and Reporting provided online by Schwab Wealth Investment Advisory, Inc.


These materials have been independently produced by Waddell & Associates, LLC (W&A). W&A is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc.
(“SWIA”), 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 sponsored by SWIA and available exclusively through independent investment advisory firms like Waddell and Associates, LLC. W&A, not Schwab Wealth Investment Advisory, Inc., is responsible for advising you on the 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.