Operating Expense Ratio
of the Funds
Operating expense ratio of the funds. The gross expense ratio is the compilation of expense ratios of the funds we use in the construction of our portfolios and ranges There are no loads (commissions) or 12b – 1 fees associated with Vanguard.
Exec Planning is a fee only Registered Investment Advisor. This allows us to be free from conflicts. Our fee above is the only way we compensated.
Bundled Annual Service Fee
Pricing with Vanguard Retirement Plan Assets per participant fee varies upon number of participants per plan.