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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 Forms CRS and Vanguard Personal Advisor Services Brochure (PDF) for important details about the service, including its asset-based service levels and fee breakpoints.
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.