Personal Advisor Services®

Personal financial advice is now more important than ever

High-touch service at a low cost

The minimum investment for this service is $50,000, and our annual advisory fee is 0.30%. 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.1

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.2

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.

Advisors who put your 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.

Financial advice to help you reach your goals

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.

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.

See what Vanguard Personal Advisor
Services can do for you

Get personal advice when you need it most

Or you can call us at

{Affiliate phone}

Monday through Friday,

8 a.m. to 8 p.m, Eastern time

1The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.

2Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.

All investing is subject to risk, including the possible loss of the money you invest.

Vanguard Personal Advisor Services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio.

Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset based service levels and fee breakpoints.

VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses. 

The website that directed you here is one from an affiliate marketer of Vanguard. Some of our affiliate marketers may also be a Solicitor of Vanguard (“Solicitor”). To the extent that a Solicitor directed you to our website, the Solicitor can receive up to ${Comp amount} in compensation from Vanguard if you engage in activity such as providing contact details, speaking with a sales representative, scheduling a financial advice appointment, entering into an advisory relationship, or paying a subscription for advisory services. You will not be charged any fees or additional costs for being referred. The Solicitor may promote Vanguard’s investment adviser services and may offer independent analysis and reviews of these services. Vanguard and the Solicitor are not under common ownership or otherwise related entities.

If you’re outside the U.S.:

Vanguard Personal Advisor Services isn’t available outside the U.S. If you’re not a U.S. resident, please visit our website for Non-U.S. Investors for more information about products and services available to you.

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