The less you pay, the more you keep
It's really that simple. You'll have more money working for your benefit with our low costs compared with the industry average.
Keep more with our low financial advisor fee of only 0.30%
You'll get the benefit of a Vanguard advisor, a customized financial plan, ongoing investment advice, and more for an annual cost of 0.30% of your assets under management. That's less than one-third the industry average of 1.02%.*
See what our lower fee could mean for you
For example, with a $250,000 investment, the low cost of our advice service is only $750 annually compared with the industry average of $2,550. That means you'd keep $1,800 more annually invested toward reaching your goals. And there's no fee for leaving the service.
Over a 20-year period, with compounding, that puts $96,798 more in your portfolio working for you. And that could help your investments last longer.
Net portfolio balance in 20 years
This example is hypothetical and does not represent an investment in any particular mutual fund. It assumes an average return of 6% on an initial portfolio of $250,000 less an annual fee of 0.30% for Vanguard Personal Advisor Services and the industry average annual advisor fee of 1.02%.*
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.
Get started online or call us at 888-843-7562.
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
PARTNER WITH A VANGUARD ADVISOR
These pie charts compare the potential difference between the low cost of our advice service compared with the industry average over a 20-year period.
The examples show that an initial portfolio of $250,000, over a 20-year period with compounding, grows to $660,802 after an industry average fee of 1.02% is deducted, compared with the same initial portfolio balance over the same period growing to $757,600 after our fee of only 0.30% is deducted. This means that with Vanguard Personal Advisor Services, you keep $96,798 more working for you.