What is the annual fee for Vanguard Personal Advisor Services?

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Introducing
Vanguard Personal
Advisor Services®
Watch our video
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Our advisors value true partnerships. They’ll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

We don’t work on commissions
Our advisors are salaried and don’t earn commissions. They have no financial incentives to recommend certain products and will create a plan that's goal-driven, not market-driven. And they’ll use the low-cost funds and investment strategies Vanguard is known for.
Lower than the industry average
The annual cost for Vanguard Personal Advisor Services is just 0.30% of the assets we manage for you. The minimum amount you'll need to have an advisor manage is $50,000.* (If you have less than that, consider Vanguard Digital Advisor™.) If we manage a substantial amount of assets for you, the cost of the service gets even lower. The yearly fee is broken into 4 payments, billed quarterly.
Vanguard annual fee
0.3 %
Industry average: 1.01% annual fee1
Annual fee schedule
FEE | MANAGED ASSETS |
---|---|
0.30% | Up to $5 million |
0.20% | Above $5 million to $10 million |
0.10% | Above $10 million to $25 million |
0.05% | $25 million and above |

First, we talk
We get to know you, your goals, and your dreams. We know that there's no one-size-fits-all approach to financial planning. The questions we ask help us see your bigger financial picture and craft a plan that’s truly unique to you, not the market.

Next, we plan
Our advisors use their best thinking, innovative technology, and our time-tested investment philosophy to create your comprehensive financial plan. We share it with you, walk you through it, and answer all your questions before you commit to anything. When you’re ready, we put your plan into action.

This illustration is hypothetical and does not represent an actual client portfolio.
Our eyes on your goals
We keep track of your progress with ongoing maintenance and quarterly rebalancing as needed to help make sure you’re on course to meet your goals. We’ll partner with you to revise your plan when needed.
Be prepared for all market conditions
We plan ahead, stress-testing your portfolio against thousands of possible scenarios. You'll get a detailed analysis, evaluating multiple factors that can impact your cash flow—plus one-on-one support from your advisor when you need to talk things through.
Frequently asked questions
Frequently asked questions about Vanguard advice
What's the minimum amount I need to invest?
Why should I pay for Vanguard advice?
How do I know if Vanguard advice is right for me?
How do I know your advisors will focus on my best interests?
Can I be a successful investor without a Vanguard advisor?
What can I expect initially?
How do I get started?
How do I log on to my Trust Services account?
Your goals are our goals
Our unique, client-owned structure keeps us focused on investor needs first.