What are the fees?

There is a low program management fee of 0.13% per year and low underlying investment fees between 0.00%-0.03% per year on the investments in your VT529 account.

Some fees are added based on how you use the account:

  • $20 per year for paper statements when you choose to opt out of electronic statements

  • $25 if a transfer fails or check bounces

The complete fee structure is found in the VT529 Plan Disclosure Booklet (PDF).