Here's what you need
To get started and learn more about how Vanguard Personal Advisor Services can help you reach your goals, you don't need to pull together all of your financial information.
All you have to do is:
Tell us about your goals
Start by telling us what you want to achieve with your investments. Are you investing for retirement or are you already retired? Are you saving for your kids' college? Do you have other personal investment goals?
Let us know your timeline
Give us a target date for each goal. Do you plan to retire in 5 years, 10 years, 20 years or more? When will your kids start college?
Decide how much to invest
Simply provide us with an estimate of the total dollar value of your current investment portfolio. To take advantage of Vanguard Personal Advisor Services, a $50,000 minimum is currently required.
You'll then find out how partnering with a financial advisor can add value and give you greater confidence that you're doing all you can to reach your goals.
You'll learn how a Vanguard advisor serves as your investing coach; focuses on tax efficiency; builds and regularly reviews your portfolio; and rebalances it as necessary.
There's no obligation
When you're a Vanguard Personal Advisor client, you're never locked into any required contract period, and you won't be charged any additional fees if you ever decide to leave the service. Call 800-414-8740 to get started.
The Vanguard difference
When you choose Vanguard, you're investing with a company that puts you first in everything we do.
- We take a stand for you, treat you fairly, and help give you the best chance for investment success.
- We're built on the principle that investment companies should make money for you, not from you. In other words, our interests are completely aligned with yours.
- We don't have outside owners taking a portion of your returns, which is how we can continuously lower your costs. That means you can earn more over time simply by keeping more of your returns.
The Vanguard difference is one of many reasons over 20 million clients have entrusted us with more than $5 trillion in assets.
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