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Vanguard Personal Advisor Services

Get personal advice,
right when you need it most.

The minimum investment for this service is $50,000, and our annual advisory fee is 0.30%

Financial advice that puts you first

Our advisors are fiduciaries, and they don't earn commissions—so you can trust they'll always put your interests first. You get advice that's tailored to your unique goals and based on Vanguard's time-tested investment strategies. They’ll partner with you to create a financial plan, and help you stick with it over the long term.

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Personal financial advice shouldn't cost a fortune

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High-touch service at a low cost

You'll have ongoing access to advisors—all at your fingertips. When you have questions, you always get 1:1 advice—just call or email our team, or schedule a video chat with an advisor.*

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Our only interest? Your financial interest

As fiduciaries, our advisors always put your interests first. And since Vanguard is investor-owned, we can stay focused on lowering investment costs, so you can keep more of your returns.**

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Advice to help you reach your goals

Whether you’re saving for a dream home or retirement, we work closely with you to build a customized financial plan.

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“We at Vanguard believe in the value of advice and of advisors, especially during times of uncertainty or volatility, as we're experiencing now... [I]t can be psychologically difficult to weather market swings, and this is where financial advice and an advisor can help by setting a plan and helping investors stick to it.”

- Tim Buckley | Chairman and CEO

Our advisors will stay with you every step of the way

Advisors who put
your best interests first

Our advisors are salaried and don’t make commissions. They have no financial incentives to recommend certain products and will always put your goals first.

A financial plan that
takes economic
conditions into account

At Vanguard, we help you keep your portfolio performance and investment decisions in perspective. During times of market volatility, we help you stay the course, listen to what you want and partner with you to help keep your plan aligned to your goals.

Strategies that help maximize
your income in retirement

Our advisors use several strategies to keep your taxes and expenses low, so you have more to spend in retirement.

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See what Vanguard Personal Advisor Services can do for you