Client Benefits

Investing with Vanguard Flagship Services

You'll get the help and services you need to support a large investment portfolio.

Investors with $1 million to $5 million*

You're a Flagship client at Vanguard, which means you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. As a Flagship client, you'll have exclusive resources available to you, including Vanguard professionals who can help you meet your investment and wealth management needs.

Offered through Vanguard Personal Advisor Services® for a low fee, advisors are also available to help you navigate the complexities of wealth management in areas like trust services, tax strategies, financial advice, and philanthropy.

When you call, you'll speak with an experienced representative who will act as your guide to all the services we offer our high-net-worth clients. Whenever you're facing a complex situation or change in circumstances, a representative will coordinate personalized, expert help that's tailored to your needs.

As your needs grow, your support will too. Once you've accumulated $5 million or more in Vanguard assets, you'll become a Flagship Select client, which provides the wealth management services you need.

Find out more about wealth management for you & your family

What you can expect every day as a Vanguard client

All Vanguard clients pay $0 commission to trade ETFs (exchange-traded funds) and stocks online. You also have access to more than 160 no-transaction-fee mutual funds from Vanguard and more than 3,000 funds from other companies.

And when you receive investing help from Vanguard, know that our professionals are salaried and don't receive commissions. So you can be confident that we'll make every decision with only your needs in mind.

PARTNER WITH AN ADVISOR

Through Vanguard Personal Advisor Services, you'll get personal financial advice to help you earn more over time while paying less.

Get started with Vanguard Personal Advisor Services

Interested in Vanguard Flagship Services®?

Speak with a specialist who's experienced with helping high-net-worth clients.

 

Call 800-345-1344

Monday through Friday 8 a.m. to 8 p.m., Eastern time

Ready to open or transfer an account?

New to Vanguard or looking to consolidate your savings?


Already a Vanguard client? Log in to view your account.

Ready to open or transfer an account?

New to Vanguard or looking to consolidate your savings?


Already a Vanguard client? Log in to view your account.

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View benefits at a glance

Investing services for up to $1 million

With Vanguard, you'll get the benefits you need to support your investment portfolio. Learn more about the help, guidance, and cost savings you'll receive with us.

View investing services for up to $1 million

Wealth management services for $5 million & up

Your wealth isn't just about money—it's about your family's future. We understand that with higher wealth comes higher complexity and more sensitive, critical needs that require an extra level of support. That's where we can add value.

View wealth management services

You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions). See the Vanguard Brokerage Services commission and fee schedules for limits. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.

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

Advice 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.