What are the UVA Fund’s fees?
The UVA Fund’s administrative fees are pro-rated quarterly based on average monthly balance. They are as follows:
|Amounts < $8,000||$40 per year|
|Amounts < $10 million||0.50% per year|
|Amounts > $10 million but < $20 million||0.25% per year|
|Amounts > $20 million||0.10% per year|
Additional miscellaneous fees include:
|Stop Payment (within 30 days of check date)||$35|
|Stop Payment (after 30 days of check date)||$15|
|ACH Payment (out of cycle)||$15|
|Wire Payment (domestic and international)||$35|
|Credit card deposit processing fees||Variable – pass through fees avg. 2.5%|
Accounts with funds invested in the short, mid, or long-term pools may be subject to investment manager fees. Contact firstname.lastname@example.org if you would like more details.