And its $5M in Vanguard funds, not $5M at Vanguard. So if you have iShares, State Street or Schwab ETFs or individual stocks those don't count towards the $5M.Wouldn't speak to them often but just good to have someone to help quarterback when there are issues or someone that can be held accountable when things don't get done. Guess I just need to up my net worth and get to that $5mm net worth.I have a relationship manager. I rarely speak with him -- only when there is something that can't be done on their web site. I send him a message and schedule an appointment. I can't recall but I think his message back to me usually has the number I call. It has been a while since I did this.
Statistics: Posted by stan1 — Fri Feb 20, 2026 5:00 pm — Replies 11 — Views 354