client benefits

Benefits to support your investment portfolio

Learn more about the help, guidance, and cost savings you'll receive with us.

Investors with up to $50,000

As an investor with up to $50,000 at Vanguard, you'll receive the high level of service you expect from us. You'll find investments that meet your needs, financial help when you want it, and products and services that will make doing business with us as easy as possible.

See what all investors get with Vanguard

Investors with $50,000 to $500,000*

You're a Voyager client at Vanguard, and the benefits you'll receive will help you manage your assets as your portfolio grows.

Your Voyager® benefits include:

  • No account service fees on most account types.**
  • Investment professionals who will listen to you, address your questions, and offer financial education and resources to empower your decisions.
  • Access to ongoing portfolio oversight through Vanguard Personal Advisor Services® for a low fee.

Investors with $500,000 to $1 million*

You're a Voyager Select client at Vanguard, which offers you a team of experienced investment professionals and additional discounts on brokerage trades.

Your Voyager Select® benefits include:

  • A team of experienced investment professionals who will act as your guide to all we have to offer. They can answer your questions, make transactions, and help you learn about all of the products and services available to you.
  • Access to ongoing advice and portfolio oversight from a Certified Financial Planner™ (CFP®) professional through Vanguard Personal Advisor Services (for a low fee).
  • No account service fees on most account types.**

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 support and education 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. To take advantage of this service, a $50,000 minimum is required.

Get started with Vanguard Personal Advisor Services or 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?


We're here to help.

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

 

Call 800-962-5167

Ready to open or transfer an account?

New to Vanguard or looking to consolidate your savings?


We're here to help.

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

 

Call 800-962-5167

Compare our services

View benefits at a glance

Investing services for $1 million to $5 million

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.

View investing services for $1 million to $5 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

*See what Vanguard assets qualify for these services

**Vanguard Brokerage Services doesn't charge the fee to: 1) clients with at least $50,000 in qualifying Vanguard assets; 2) clients who hold at least $10,000 in Vanguard funds and ETFs; or 3) clients who have elected e-delivery of statements, our annual privacy policy notice, and brokerage and mutual fund confirmations, reports, prospectuses, and proxy materials.

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.

VAI is a subsidiary of The Vanguard Group, Inc., and an affiliate of Vanguard Marketing Corporation. Neither VAI nor its affiliates guarantee profits or protection from losses.

Vanguard Personal Advisor Services charges fees based on a tiered fee schedule calculated as an average net advisory fee on all assets managed by Vanguard Advisers, Inc or by Vanguard National Trust Company. For portfolios less than $5 million in assets, the fee is 0.30%; for portfolios from $5 million and below $10 million in assets, the fee is 0.20%; for portfolios between $10 million and $25 million in assets, the fee is 0.10%; and for portfolios above $25 million in assets the fee is 0.05%. Retail asset and institutional asset fees will be assessed separately.

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.