As your assets grow, so does the support you'll have available.
Find out exactly what you'll receive as an investor at Vanguard.
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.
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.
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.
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.*
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:
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.