To open an account, the minimum initial contribution is $25,000 and the minimum additional contribution is $5,000. Contributions initiated through vanguard.com, that are in good order and submitted before 4:00 p.m. Eastern time, can be processed the same business day. All other contributions must be received, in good order, by 1:00 p.m. Eastern time, for same-day processing.
Keep in mind
We can be named beneficiary for the following:
- Qualified retirement plan/401k
- Individual retirement account (IRA)
- Life insurance policy
- Trust
- Will
Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.