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A good fit for advice
Based on your responses, it sounds like Vanguard Personal Advisor Select matches your needs.
If you partner with us, our advisors will work closely with you to develop a customized plan that matches your goals. They’ll stress-test your portfolio against thousands of hypothetical scenarios covering a broad range of market conditions.
For no more than $30 annually in fees for every $10,000 you invest, our advisors will also assist with:
Based on your answers, you may prefer to invest on your own.
If you still want to learn more about Vanguard Personal Advisor Select, check out our site or give us a call—there’s no commitment required.
Keep us in mind even if you’re satisfied with your current investments. For no more than $30 annually in fees for every $10,000 you invest, our advisors can help you determine when to rebalance or adjust your tax strategy. We’ll even stress-test your portfolio against thousands of hypothetical scenarios covering a broad range of market conditions so that you can feel confident about your financial future.
Based on your responses, we think partnering with Vanguard Personal Advisor Select could help you answer your most pressing financial questions.
Our advisors will gather detailed information about you and your goals to develop a personalized financial plan. They’ll stress-test your plan against thousands of hypothetical scenarios covering a broad range of market conditions.
For no more than $30 annually in fees for every $10,000 you invest, our advisors will also assist with:
Vanguard advisors are fiduciaries and don’t earn commissions, so they’ll always make decisions with your best interests at heart.
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Stay informed about Vanguard advice.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
We recommend that you consult a tax advisor about your individual situation.