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Hi Everyone, My district just added two new vendors to our list. IPX and Vanguard. Which would you choose: Vanguard $60 a year or IPX with Fidelity Funds for $50 a year? I'm a Fidelity investor, the fund I am interested in are on average less expensive than Vanguard, but my money would be house with IPX not Fidelity directly. Thoughts? JC
Has anyone ever dealt with a company called IPX https://www.ipxplatform.com/overview/ They just came online as an Omni P3 provider. They seem to be set up just like Aspire, but their cost structure is better. For Vanguard Admiral share funds it costs $86 which includes Omni's $36, Vanguards fees and IPX fees. For Fidelity funds it costs $50 which includes Omni's $36, Fidelities fees and IPX fees. or their Fund Portal option which is $50 & .2% This includes a bunch of investment options. I'm not sure why you would do the Vanguard one or the Fund Portal since Vanguard itself only charges $60 a year and my district pays Omni's $36 or the Fund Portal option. But $50 for access to a boatload of Fidelity funds sounds great. Has anyone heard or dealt with IPX before?? Thanks in advance. JC