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Investing with Vanguard Flagship Services

You'll get the help and services you need to support a large investment portfolio.

Investors with $1 million to $5 million*

You're a Flagship client at Vanguard, which means you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. As a Flagship client, you'll have exclusive resources available to you, including Vanguard professionals who can help you meet your investment and wealth management needs.

These include specialists in areas like estate planning, trust services, financial planning and advice, and philanthropy.

Exclusive benefits

When you call, you'll speak with an experienced Flagship representative who will act as your guide to all the services we offer our high-net-worth clients. Whenever you're facing a complex situation or change in circumstances, a dedicated representative will coordinate personalized, expert help that's tailored to your needs.

You'll also have access to these important benefits:

  • Financial advice from a Certified Financial Planner™ professional through Vanguard Personal Advisor Services®anytime. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.
  • Commission-free Vanguard mutual fund and Vanguard ETF® trades, and 25 commission-free trades for stocks, options, non-Vanguard ETFs, and transaction-fee funds.**
  • Access to select Vanguard mutual funds that are closed to other investors.

As your needs grow, your support will too

Once you've accumulated $5 million or more in Vanguard assets, you'll become a Flagship Select client, which provides the extensive wealth management services you need.

What you can expect every day as a Vanguard client

When you receive investing help from Vanguard, know that our professionals are salaried and don't receive commissions. So you can be confident that we'll make every decision with only your needs in mind.

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Vanguard Flagship Services®

Interested in Flagship Services®? Speak with a specialist who's experienced with helping high-net-worth clients.

Call 800-962-5095

Monday through Friday
8 a.m. to 8 p.m., Eastern time

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See what Vanguard assets qualify for these services

Eligibility is based on total household assets held at Vanguard, with a minimum $1 million to qualify for Vanguard Flagship Services®. We determine eligibility by aggregating assets of all qualifying accounts held by you and your immediate family members who reside at the same address.

Assets that qualify

  • Vanguard mutual funds.
  • Vanguard ETFs®.
  • Certain annuities through Vanguard.
  • The Vanguard 529 Plan.
  • Certain small-business accounts.

Note: Assets in 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 that don't qualify

  • Stocks.
  • Bonds.
  • CDs.
  • Non-Vanguard mutual funds.
  • Non-Vanguard ETFs.

We review qualifications periodically

The qualification criteria (for example, asset levels) is 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 Vanguard Flagship Services is complimentary, some underlying services may charge fees and expenses. Vanguard does not guarantee any level of service.