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Texa$aver Advisor Service 

Not sure which Plan to choose? How much to invest? Which funds to invest in? Participants have access to objective, personalized investment advice through the Texa$aver Advisor Service. Financial advisors can provide advice about investing your Texa$aver account money. They can help you build a personalized profile of your financial resources and a plan to help you meet your retirement goals. For more information, login to your account on the Texa$aver website or contact Texa$aver.

Online Investment Guidance 

Online Investment Advice 

Managed Accounts 

  • Self-service
  • Generic asset allocation
  • Do-It-Myself SM Investor
  • Personal retirement planning
  • Savings strategy
  • Available online
  • No additional fee
 
  •  Self-service
  • Fund-specific recommendations
  • Help-Me-Do-It SM Investor
  • Personal retirement planning
  • Savings strategy
  • Available online
  • No additional fee
 
  • Full service
  • Fund-specific selection and management
  • Do-It-For-Me SM Investor
  • Personal retirement planning
  • Savings strategy
  • Available online and by phone
  • Fees apply
 

Get help with choosing your investments. Financial advisors can provide advice about investing and building a portfolio based on your personal situation and risk tolerance.

  • Use the free advisor service.
  •  You receive access to objective, personalized investment advice. 
  • Advisors can build a profile of your financial resources and a plan to help you meet your retirement goals 
  • Managed Account is available for an additional fee.
  • For more information, contact Texa$aver. 

 

Managed Account Service Fee Chart
Account Balance   

Monthly Fee 

< $100,000

0.0375%

Next $150,000

0.0292%

Next $150,000

0.0208%

> $400,000

0.0125%