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Coverdell ESA providers
We have assembled this list of low-cost Coverdell Education Savings Accounts (ESA).
|ESA Sponsor||Custodian||Account Fee||Minimum Contribution||Account Type|
|Capital One ShareBuilder, Inc.||Capital One ShareBuilder, Inc.||None||None||Discount Brokerage|
|Charles Schwab & Co.||Charles Schwab & Co. Inc.||None||$1,000 or $0 with a $100 per month automatic contribution||Discount Brokerage|
|Cook & Bynum Fund||U.S. Bank NA||None||$1,000||Mutual Fund|
|E*Trade||Not Determined||None if electing online statements||$1,000||Discount Brokerage|
|Firstrade||Apex Clearing Corp.||None||None||Discount Brokerage|
|Gabelli Funds||State Street Bank and Trust||None||None||Mutual Funds|
|Oakmark Funds||State Street Bank and Trust||$5 installation and $7/year||$500 per fund||Mutual Funds|
|Scottrade||Scottrade, Inc.||None||$500||Discount Brokerage|
|TD Ameritrade||Ameritrade, Inc.||None||$0||Discount Brokerage|
|TIAA-CREF||State Street Bank and Trust||None||$2,000||Mutual Funds|
|TradeKing||Apex Clearing Corp.||None||None||Discount Brokerage|
|USAA Investment Management Company||USAA Federal Savings Bank||None||$50||Mutual Funds & Discount Brokerage|
To be included on this list, the annual maintenance cost charged by the ESA must be $10 or less. We also prefer, but do not require as a condition of being on this list, that the ESA have low minimum contribution requirements. If you know of an ESA that belongs on this list, please send us an email with the name of the ESA sponsor and a hyperlink to the application. Please note that ESAs sold through brokers are not included on this list. If you are working with a financial adviser, you should be receiving your recommendation through that adviser.