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Benefits

Investing at Vanguard

Investments that meet your needs. Financial help—how and when you want it. Products and services that make doing business easy.

Up to $1 million*

Maybe you're just starting out. Or perhaps your portfolio is starting to grow. Or maybe your account balances are climbing and you need a little more guidance. Whatever your situation, you'll get what you need from us along the way.

$1 million to $5 million*

Financial needs get more complex with large portfolios. You require personalized help and the right services. And that's exactly what you and your family will receive.


Wealth management at Vanguard

Personalized help. Extensive services. Investing support.

$5 million & up*

You have a lot invested with us, so we'll invest a lot in you and your family. We'll meet your wealth needs with personal attention and extensive wealth management services.


Vanguard Personal Advisor Services

If you have at least $50,000 with us, consider Vanguard Personal Advisor Services®, which provides you with a goals-based financial plan according to your unique situation.

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See what Vanguard assets qualify for these services

Eligibility is first calculated using qualifying assets for an individual client. We then combine the qualifying assets of clients sharing a residential address to determine final eligibility*

Assets that qualify

  • Any assets under management of Vanguard Personal Advisor Services.
  • Vanguard mutual funds and Vanguard ETFs held by a client in certain personal accounts qualify. Personal account types include: individual non-retirement, education savings accounts, IRAs, Joint, Trust, Custodian, Guardian, UTMA, UGMA, Estate, Sole Proprietorship, and Single-Participant SEP IRA plans.

Note: Vanguard assets in a Vanguard 529 Plan, Vanguard Variable Annuity, Multi-participant SEP IRA plans, SIMPLE, i401k, 403(b), family partnership, family corporation, or employer-sponsored retirement plans for which Vanguard provides recordkeeping services may be included in determining eligibility if you also have a personal account holding Vanguard mutual funds or Vanguard ETFs. Assets held in other account types are not eligible to be included in service eligibility determination.

We review qualifications periodically

The qualification criteria (for example, asset levels) are reviewed periodically and could change at any time. Vanguard reserves the right to discontinue enrollment in any of these services or reassign any investor, without prior notification, to the appropriate service level if the investor fails to continue to meet the applicable qualification criteria. Vanguard reserves the right to amend or cancel selected features and benefits at any time without prior notification.

In addition, ongoing access by any particular investor to individual services, discounts, and exemptions is subject to periodic review and may be restricted based upon criteria established solely by Vanguard. While these services are complimentary, some underlying services may charge fees and expenses. Vanguard does not guarantee any level of service.

*Business addresses and other non-residential addresses are not eligible to be aggregated for purposes of determining services.