It looks like my previous post was deleted because it violated policy. Now that I'm running Daffy, according to Bogleheads guidelines, as a company representative I can't do anything on this board but correct factual errors. Thank you to admins for helping me understand what I can & can't do here, since I do not want to violate policy. This includes limits on discussing unreleased features or soliciting feedback, so that will have to happen on other sites / forums.
I do want to make sure two corrections aren't lost:
1) Daffy policy (as of 12-01-2023) is that if you want to downgrade from Benefactor ($20/mo) to Family ($5/mo), you can as long as your account is below $50K balance and you have been with the service at least 12 months.
2) Pricing on other DAFs is complex and goes beyond the 0.6% AUM fee. Vanguard, for example, charges $250/yr for accounts under $25K.
Thank you for all the feedback.
I do want to make sure two corrections aren't lost:
1) Daffy policy (as of 12-01-2023) is that if you want to downgrade from Benefactor ($20/mo) to Family ($5/mo), you can as long as your account is below $50K balance and you have been with the service at least 12 months.
2) Pricing on other DAFs is complex and goes beyond the 0.6% AUM fee. Vanguard, for example, charges $250/yr for accounts under $25K.
Thank you for all the feedback.
Statistics: Posted by adamnash — Wed Dec 06, 2023 9:53 pm — Replies 31 — Views 7401