Personal Advisor Services®
A smiling woman and girl sits in a cafe.A smiling woman and girl sits in a cafe.A smiling woman and girl sits in a cafe.A smiling woman and girl sits in a cafe.A smiling woman and girl sits in a cafe.

Looking for
trusted financial
advice?

Our advisors have your best interests at heart and are here to help you make informed decisions about your financial future.

Introducing Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals—it can be a lot to think about. We’re by your side to help you feel confident about your future.

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 make commissions. They have no financial incentives to recommend certain products and will create a plan that is goal-driven, not market-driven. And they’ll use the low-cost funds and investment strategies that Vanguard is known for.

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WATCH OUR VIDEO | 1:52

Read transcript
A man sits on a couch in his living room, talking to his advisor using video chat on a tablet device.
DID YOU KNOW
Recent Vanguard research shows that an advisor who provides professional financial planning, coaching, and portfolio management services can add meaningful value compared to the average investor experience.*
A man holds a mobile phone that displays a text message reminding him of his upcoming appointment with a Vanguard personal advisor.
HOW IT WORKS

First, we talk

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

Did you know? Our advisors have no financial incentives to recommend certain products. They are fiduciaries, driven to help you make informed decisions for you and your family.

A sample Vanguard financial plan, including recommendations for a client’s asset mix including stocks like U.S. large cap stock, U.S. mid-/small-cap stock, international stock, and bonds like U.S. short-term bond, U.S. long-term bond, and International bond.
HOW IT WORKS

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.

See sample snapshot of financial plan
A sample Vanguard account dashboard that shows what a client sees when they log in to their account. Clients can explore “what if” scenarios by using interactive sliders to show how certain changes can affect how long their savings may last.
HOW IT WORKS

Eyes on your goals

We keep track of your progress with ongoing maintenance and rebalancing as needed to make sure you’re on course to meet your goals. We’ll partner with you to revise your plan when needed.

Check your progress online with 24/7 real-time tracking of your portfolio. You can connect with an advisor by phone, email or video chat if you have any questions, concerns, or your personal situation changes.

See sample account dashboard
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TAXES, ESTATE PLANNING, AND CHARITABLE GIVING
Our advisors can help educate the whole family. They can advise on estate planning, creating a succession plan, and provide guidance on charitable giving to causes you care about, at no extra cost. We combine low-cost funds and tax-smart strategies to maximize your tax savings, so you can keep more of your money.

WHY VANGUARD

30 million investors strong

Over 40 years ago, we defied an industry by building a company with no outside investors and created the first index fund for individual investors. With no outside owners, we only serve one group of people: you. Every decision we make has you in mind and we’re proud that our reputation reflects our commitment to you.

TRANSPARENT PRICING

Lower than the industry average

The annual cost for Vanguard Personal Advisor Services is just 0.30% of the assets we manage for you. If we manage a substantial amount of assets for you, the cost of the services gets even lower. The yearly fee is broken into 4 payments, billed quarterly, with a $50,000** minimum.

Vanguard

0.30%

ANNUAL FEE

Industry Average
1.00% annual fee1

Estimate your fees

Annual fee schedule

FEE MANAGED ASSETS
0.30% On assets up to $5 million
0.20% On assets above $5 million and up to $10 million
0.10% On assets above $10 million and up to $25 million
0.05% On assets above $25 million

Take the next step

Talk to an advisor

Still have questions? Call to speak with a Vanguard investment professional.

phone iconphone icon800-414-8740800-414-8740

Mon though Fri 8 a.m. to 8 p.m. EST

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