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What fees are associated with CollegeChoice Advisor?

April 26, 2017advisor associated collegechoice fees

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What fees are associated with CollegeChoice Advisor?

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The Plan’s investment options have annual asset-based fees ranging from 0.85% – 2.46% (depending on the investments you choose). A $20 annual account fee is charged if neither you nor your beneficiary is an Indiana resident, or if your account equals or is greater than $25,000.

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The Plan charges a program management fee of 0.35% and an Administrative Fee of 0.10% (except for the Savings Portfolio). In addition, an Annual Account Maintenance Fee of $20 is charged to each account; this fee is waived if the combined account balance for the same account owner and beneficiary is equal to or greater than $25,000, or if the account owner or the beneficiary is an Indiana resident. These fees are in addition to the expense ratios of each investment option. Please refer to the Disclosure Statement for more information.