How will fees affect my investment? If I give you $10,000 to invest, how much will go to fees?


If you give us $10,000 dollars to invest, we will invest the full $10,000 in a 529 plan for you. We have a monthly fee if you have Backer Pro. Because this is not an asset-based fee, your fee will not increase even if the value of your account goes up or you decide to invest more.

Our monthly fee is separate and apart from any distribution or transaction fees or expenses that you will be charged by the 529 plan or its affiliates. Information about these other fees and expenses is disclosed in the 529 plan disclosure documents, which are provided to you upon enrollment. We make sure to only recommend a 529 plan and associated portfolio with low fees because this will help you save more in the long term.

For more details about pricing and fees, please see: How does Backer charge for its service? What fees will I pay?

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