| Investment Vehicle |
Index, tax-managed and international funds within the Vanguard Group. Managed by Clarke, Lazen, Skalla Investment Firm, Inc. |
| Strategy |
Strategic Asset Allocation. |
| Who Should Consider This Strategy |
Investors interested in tax-efficient investing and lower internal costs. |
Fee Schedule**
|
| Managed Assets |
Annual Rate |
| $200,000 to $249,999 |
1.50% |
| $250,000 to $749,999 |
1.25% |
| $750,000 to $999,999 |
1.00% |
| $1,000,000 or more |
.75% |
|
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