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$aver.
Online Investment Guidance
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Online Investment Advice
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Managed Accounts
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- Self-service
- Generic asset allocation
- Do-It-Myself SM Investor
- Personal retirement planning
- Savings strategy
- Available online
- No additional fee
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- Self-service
- Fund-specific recommendations
- Help-Me-Do-It SM Investor
- Personal retirement planning
- Savings strategy
- Available online
- No additional fee
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- Full service
- Fund-specific selection and management
- Do-It-For-Me SM Investor
- Personal retirement planning
- Savings strategy
- Available online and by phone
- Fees apply
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Get help with choosing your investments. Financial advisors can provide advice about investing and building a portfolio based on your personal situation and risk tolerance.
- Use the free advisor service.
- You receive access to objective, personalized investment advice.
- Advisors can build a profile of your financial resources and a plan to help you meet your retirement goals
- Managed Account is available for an additional fee.
- For more information, contact Texa$aver.
Managed Account Service Fee Chart
| Account Balance |
Monthly Fee
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| < $100,000 |
0.0375%
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| Next $150,000 |
0.0292%
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| Next $150,000 |
0.0208%
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| > $400,000 |
0.0125%
|