Morningstar’s adviser-sold 529 plans: The good, bad and ugly
![<b>Morningstar rating: Bronze</b>
Inception: 2012
Plan options: 22
Age-based options: 1
Total fee range: 0.40 – 2.11%
Initial purchase minimum: $1,000
Maximum investment: $375,000
In-state tax deduction: Single, up to $5,000; joint filing, up to $10,000
Program manager: Ascensus College Savings
Plan trustee: Comptroller of the State of New York](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_102609999_PH_9_PPXLUNRSUQHL.jpg.optimal.jpg)
Morningstar rating: Bronze
Inception: 2012
Plan options: 22
Age-based options: 1
Total fee range: 0.40 – 2.11%
Initial purchase minimum: $1,000
Maximum investment: $375,000
In-state tax deduction: Single, up to $5,000; joint filing, up to $10,000
Program manager: Ascensus College Savings
Plan trustee: Comptroller of the State of New York