CollegeCounts 529 Fund (Advisor-Sold)
The CollegeCounts 529 Fund Advisor Plan, offered in Alabama, presents several unique aspects to assist families in saving for education expenses. This plan is managed by Union Bank & Trust Company and focuses on actively managed investment portfolios designed by professional managers. It offers a diverse range of investment options, including options for conservative, moderate, and aggressive risk tolerance levels. Additionally, the plan stands out by allowing contributions up to $400,000 per beneficiary, providing ample room for substantial savings. Lastly, the CollegeCounts 529 Fund Advisor Plan allows for potential state tax deductions on contributions, providing an additional incentive for Alabama residents to participate in the plan.
EnrollState Tax Incentive
$5,000 single / $10,000 joint beneficiary
Program Manager
UBT
Investment Manager(s)
Vanguard, T. Rowe Price, DFA, Fidelity, PIMCO
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.410%
Fee Range
0.66%-1.52%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
46%
for AL residents
29%
non-residents
Saving For College
Unbiased, independent resource for parents.
4.5
for AL residents
4.5
non-residents
Other
Connect with Mint.com
Track your finances in one place.
No
Connect with Backer
Full end to end enrollment, gifting and plan management.
Gifting Only
Mobile app
Backer App covers this plan.
No
Plan in the news?
Check out latest news about this plan.
General Recommendation
This is an advisor sold 529 plan, not rated by Morningstar.
