Ari

4Joined Apr 2022

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A Comparison of Donor-Advised Fund Providers

You may want to correct your Vanguard fee schedule; they charge a $250  “maintenance fee” on account balances under $25,000.   This appears to be on top of the 0.60% fee, meaning that accounts that ultimately decline in value suffer total annual fees bordering on ~2% .  This seems to make Schwab a much better option for accounts that may ultimately decline below $25k, right?

See “Maintenance Fee” at https://www.vanguardcharitable.org/company-policies/policies-and-guidelines