Looking for personal help with your finances? See the eligibility requirements and other important information about working with one of our advisors.
You'll need a minimum of $50,000 in assets for your portfolio* and we'll waive any fund minimums for you.
The following types of Vanguard accounts count toward the minimum:
Before getting started with Personal Advisor Services, you must confirm the following:
We'll give you guidance on how to manage these types of accounts yourself as part of your financial plan:
You'll pay 0.30% of assets under management annually. That's $150 for every $50,000 we manage for you. This fee doesn't include investment expense ratios, and it decreases if the managed assets in your portfolio exceed $5 million.
We'll generally recommend low-cost Vanguard ETFs® and mutual funds to build your portfolio, but you can discuss your investment preferences with an advisor to see what fits.
See questions you should ask if you’re considering getting financial advice. Personal Advisor Services’ Client Relationship Summary (Form CRS) conversation starter questions
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Our unique, client-owned structure keeps us focused on investor needs first.