- Joined
- Sep 10, 2006
- Messages
- 4,094
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
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
