Key Contact

Algreen Bakasa

P: (800) 997-2798

E: advisor_services@vanguard.com

Available Strategies

Strategy Name

Category

Asset Type

Subscription Fee*

Vanguard CRSP 100% Equity - ETF

Aggressive

ETFs

5 bps

Vanguard CRSP 90% Equity/ 10% Fixed Income - ETF

Aggressive

ETFs

5 bps

Vanguard CRSP 10% Equity/ 90% Fixed Income - ETF

Conservative Income

ETFs

5 bps

Vanguard CRSP 100% Fixed Income - ETF

Conservative Income

ETFs

5 bps

Vanguard CRSP 20% Equity/ 80% Fixed Income - ETF

Conservative Income

ETFs

5 bps

Vanguard CRSP 70% Equity/ 30% Fixed Income - ETF

Growth

ETFs

5 bps

Vanguard CRSP 80% Equity/ 20% Fixed Income - ETF

Growth

ETFs

5 bps

Vanguard CRSP 50% Equity/ 50% Fixed Income - ETF

Growth

ETFs

5 bps

Vanguard CRSP 60% Equity/ 40% Fixed Income - ETF

Growth

ETFs

5 bps

Vanguard CRSP 30% Equity/ 70% Fixed Income - ETF

Income

ETFs

5 bps

Vanguard CRSP 40% Equity/ 60% Fixed Income - ETF

Income

ETFs

5 bps

*The subscription fee refers only to the fee that the manager charges for access to their strategies. It does not include the Arete platform fee, internal expenses for underlying holdings, trading costs, or any other type of expense.