James S R.
I had a small account from my employer…
I had a small account from my employer before they switched to Vanguard— it was under $100. This company charges $15 a quarter to ‘manage’ your account, meaning after another year and a half, I would have a zero balance. I attempted to close my account, except after their confiscatory fee structure, there would be no money left in the account. I strongly urge everyone to go with Vanguard or another less fee heavy company.



