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Vanguard annual account service fees


ACCOUNT TYPE

Nonretirement accounts

Roth, traditional, and SEP-IRAs

UGMAs, UTMAs, and education savings accounts

FEES

Brokerage accounts:
$20 for each account. Vanguard Brokerage Services® assesses the fee if the total Vanguard assets (Vanguard mutual funds and ETFs) in the account are less than $10,000.

Mutual fund-only accounts:
$20 for each Vanguard mutual fund with an account balance of less than $10,000.

HOW YOU CAN AVOID THE FEE

If you're the primary account owner, you can eliminate this fee by signing up for our e-delivery service, which allows you to receive statements, annual privacy notices, confirmations, and fund reports and prospectuses for mutual fund and brokerage accounts electronically.

We'll also waive the fee if you're a Voyager, Voyager Select, Flagship, or Flagship Select client, or if you have an organization or trust account registered under an employee identification number (EIN).


ACCOUNT TYPE

SIMPLE IRAs

FEES

$25 for each Vanguard mutual fund in each account.

HOW YOU CAN AVOID THE FEE

We'll waive the fee if you're a Voyager, Voyager Select, Flagship, or Flagship Select client.


ACCOUNT TYPE

403(b)(7) plans

FEES

$15 for each Vanguard mutual fund in each account.

HOW YOU CAN AVOID THE FEE

We'll waive the fee if you're a Voyager, Voyager Select, Flagship, or Flagship Select client.


ACCOUNT TYPE

Individual 401(k) & Individual Roth 401(k) plans

FEES

$20 for each Vanguard mutual fund in each account.

HOW YOU CAN AVOID THE FEE

We'll waive the fee for all participants in the plan if at least one participant is a Voyager, Voyager Select, Flagship, or Flagship Select client.


ACCOUNT TYPE

The Vanguard 529 Plan

FEES

$20 if your 529 account balance falls below $3,000.

HOW YOU CAN AVOID THE FEE

N/A