UGMA & UTMA Custodial Accounts:
One Method for Saving of College

Recently Released!!!
Date Published: December 21, 2016
Summary PPT Deck: 50 Slides
Reference PPT Deck: 457 Slides


The purpose of this research is to provide readers with an understanding of UGMA & UTMA custodial accounts within the college savings market. This research seeks to summarize the leading managers, as well as make predictions for the market at large.

This research addresses the three historical phases of the UGMA & UTMA custodial accounts market, including: 

  • Early Phase
  • 529 College Savings Plans Introduction Phase
  • 529 College Savings Plans Maturation Phase

This research defines two distinct market segments, including:

  • UGMA Custodial Account
  • UTMA Custodial Account

This research makes numerous future predictions for the UGMA & UTMA custodial accounts market, including:

  • Growth in the College Savings Market, Especially 529 College Savings Plans
  • Maturation of the 529 College Savings Plans Market: Growth in National Plans, Age-Based Investment Options, ETF-Based Plans, & Direct Sold Plans
  • Emergence of 529 College Savings Plan Comparison Tools & Continuing Fee Pressure
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