Everything you need to reach your goals
… and all at a low cost, just like you'd expect from Vanguard. It's really that simple.
Helping everyday investors go after their goals, without being weighed down by unnecessary costs—it's Vanguard's thing.
And with 40+ years of experience, we know all the steps you can take to get closer to those goals … and also the things that can keep you from reaching your potential.
Vanguard Personal Advisor Services is the way we do advice, by giving you the benefits of having a human advisor and the low costs that come with simple investing principles and powerful technology.
Here's what it looks like.
A custom financial plan
Where are you now? Where are you going? And how will you get there? These are the first things we'll tackle, with a financial plan based on your goals and your needs.
To build your plan, our advisors will use exclusive technology and tools that aren't available outside Vanguard Personal Advisor Services.
Portfolio management & investment coaching
You'll only need to think about your portfolio when you want to. An advisor will manage your money according to your plan, taking action when needed. We'll check in with you periodically to let you know how you're doing and update your plan whenever your goals or situation changes.
During times of uncertainty—in the markets or in your financial life—we'll be here to coach you through it. Our advisors are always just a phone call away.
Resources developed just for Vanguard Personal Advisor clients
You can log on to Vanguard anytime for an up-to-date, easy-to-understand look at how your plan is progressing. We'll also keep you informed and help boost your financial savvy through exclusive emails, thought leadership, news articles, and other content.
All this for 0.30% or less
The annual cost for Vanguard Personal Advisor Services is just 0.30% of the assets we manage for you. That's $3 for every $1,000 in your portfolio.
If we manage a substantial amount of assets for you, the cost for the service will get even lower.
ANNUAL FEE SCHEDULE
On assets below $5 million
On assets from $5 million to below $10 million
On assets from $10 million to below $25 million
On assets of $25 million and above
Just like you'd expect from Vanguard, that's an incredibly low cost for a service that can add meaningful value to your portfolio.
Find out how partnering with a Vanguard financial advisor can help add value and give you greater confidence that you're doing all you can to reach your goals. To take advantage of this advice service, a $50,000 minimum is required.
Vanguard Personal Advisor Services®Get started online
Or talk with an investment professional.
Monday through Friday
8 a.m. to 8 p.m., Eastern time