Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
any have experience doing this? is there flagship help? self-service? i am really interested in knowing if conversion to a trust is worth the effort, but manage a family trust account to try it out.
having read a bit more, it seems all the heavy administrative lifting is done by the companies that provide the etf. it is a relative minor issue whether vanguard will custody the etf . am seeing lower entry requirements than in 2024. my impression of following the alphaarchitect blog for ~5 years is they are a high integrity firm.
Comments
https://ybbpersonalfinance.proboards.com/thread/762/351-exchange-etfs
my impression of following the alphaarchitect blog for ~5 years is they are a high integrity firm.
curious if anyone on mfo has executed this.