Tax-Managed Index Portfolios from CLS

Minimum account size $200,000
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**
Does not include expenses internal to specific mutual fund(s) invested in.
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%