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View benefits at a glance

No matter how much you invest with Vanguard, you benefit from competitive long-term performance, exceptional service, and low costs.

All Vanguard clients pay $0 commission to trade ETFs (exchange-traded funds) and stocks online. You also have access to more than 160 no-transaction-fee mutual funds from Vanguard and more than 3,000 funds from other companies.

Based on the size of your Vanguard account, you can also enjoy these benefits:


Vanguard assets

Less than $50,000.

Starting at $50,000.

Starting at $500,000.


Account service fees

$20 for most accounts unless a waiver applies*

None.

None.

None.


Online stock and ETF trades

$0

$0

$0

$0


Ongoing portfolio management

Fee-based.

Fee-based.

Fee-based.


Trust services

Fee-based.


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.