Charles Schwab HSBA
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Option 1: Invest with no minimum balance restrictions after a $24 annual fee from Lively.
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Option 2: Invest anything above $3,000 in your HSA cash account for no additional fee from Lively.
(Additional Schwab investment fees may apply.)
HSA Guided Portfolio (Devenir)
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0.50% annual management fee (based on invested assets, debited quarterly).
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Includes automated features such as rebalancing.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.
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