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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.

REFERENCE CONTENT

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See what Vanguard assets qualify for these services

To determine eligibility, we first calculate your individual qualifying assets. If applicable, we determine final eligibility by combining the qualifying assets of clients who share your residential address.*

What is a qualifying asset?

  • Any assets under management of Vanguard Personal Advisor Services.™
  • Vanguard mutual funds and Vanguard ETFs held in certain personal, corporate, and organizational accounts qualify. These account types include:
    • Individual non-retirement.
    • Education savings accounts.
    • IRAs.
    • Joint.
    • Trust.
    • Custodian/guardian.
    • UTMA/UGMA.
    • Estate.
    • Sole proprietorship.
    • Single-participant SEP IRA plans.
    • Corporate.
    • Partnership.
    • Exempt/Non-Exempt Unincorporated Organization.
    • Hospital.
    • School Distrist/Political.
    • Endowment.
    • Foundation/Family Foundation.

Note: Vanguard assets in the following accounts may be included in eligibility determination if you also have a personal account holding Vanguard mutual funds or Vanguard ETFs:

  • Vanguard 529 Plan.
  • Multi-participant SEP IRA plans.
  • SIMPLE IRA.
  • i401k.
  • 403(b).
  • Employer-sponsored retirement plans for which Vanguard provides recordkeeping.

Assets held in other account types are not eligible to be included in service eligibility determination.

Review of qualifications

Your qualification criteria, such as asset level, is reviewed periodically and could change at any time. If you continually fail to meet the applicable qualification criteria, Vanguard reserves the right to discontinue your enrollment in any of these services or reassign you to the appropriate service level, without prior notification.

Vanguard also reserves the right to amend or cancel selected features and benefits at any time without prior notification.

In addition, ongoing access 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 and other non-residential addresses are not eligible for aggregation when determining service levels.