Investment Online
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Investment Portfolios 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.
