Join Early Retirement Today
Thread Tools Search this Thread Display Modes
HSA custodians and mutual fund fees
Old 04-03-2015, 01:59 PM   #1
Thinks s/he gets paid by the post
simple girl's Avatar
Join Date: Sep 2006
Posts: 2,358
HSA custodians and mutual fund fees

IIRC correctly, just a few months ago, HSA Admininstrators would waive their quarterly fee on mutual funds if you had > $20K in that fund. However, I can't find the fee list I printed out then. Did they change the fee structure, or am I just recalling this wrong?

The current fee info provided on the website says the fee is not waived and in fact it is not capped for Vanguard funds ever:

Mutual Fund Specific Fee

Depending on the product selected, your custodial fee may be 0.0008 per quarter times account balance ($0.80 cents per $1,000 every three months), capped at $20,000 account balance per fund. Or it may be 6.25* basis points per quarter (i.e, $0.625 cents per $1,000 every three months) with no cap. Mutual fund account maintenance fees will be deducted from the account balance each quarter. *Vanguard funds only
simple girl
less stuff, more time

(48, married; DH 52. I am fully retired as of 2015 (well ok, I still work part-time but only because I love the job and have complete freedom to call off if I want to travel with hubby for work), DH will fully retire 2018 when he turns 55 to access 401K penalty-free)
simple girl is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Mutual Fund Fees and the Safe Withdrawal Rate audreyh1 FIRE and Money 10 05-26-2013 11:04 AM
Any good bank & brokerage custodians other than Wells Fargo swampwiz FIRE and Money 3 04-16-2010 07:25 PM
HSA custodians. clifp Health and Early Retirement 10 07-09-2007 11:51 PM
Paying low balance fees on mutual fund in Roth IRA chrisb71 FIRE and Money 3 06-28-2005 09:47 AM
If the Custodians Can Live on $2600 - Why Can't I?? Mountain_Mike Other topics 13 05-16-2005 11:19 AM


All times are GMT -6. The time now is 08:32 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2016, vBulletin Solutions, Inc.