Retire2023
Recycles dryer sheets
- Joined
- Mar 10, 2019
- Messages
- 95
We have had a brokerage account with Vanguard in the past, and DH currently has a 401K there through his employer. In the years since we closed the brokerage account, we have created a revocable trust into which we have added our taxable accounts. I wanted to create another brokerage with Vanguard and have received the "Application Kit for Trusts" which outlines the fees charged for various services/transactions.
My question is are fees the same for the same service/transaction in a trust account and a personal account? Any insight current or former trust account holders who have used Vanguard would be greatly appreciated. Any other input or comments welcome!
Thanks!
My question is are fees the same for the same service/transaction in a trust account and a personal account? Any insight current or former trust account holders who have used Vanguard would be greatly appreciated. Any other input or comments welcome!
Thanks!