Skip to main content

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.

Offered through Vanguard Personal Advisor Services® for a low fee, advisors are also available to help you navigate the complexities of wealth management in areas like trust services, tax strategies, financial advice, and philanthropy.

When you call, you'll speak with an experienced 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 representative will coordinate personalized, expert help that's tailored to your needs.

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 wealth management services you need.

What you can expect every day as a Vanguard client

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.

And 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.

Open or transfer accounts

Vanguard Flagship Services®

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

Call 800-345-1344

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

REFERENCE CONTENT

Layer opened.

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*, with a minimum of $1 million to qualify for Vanguard Flagship Services®.

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.