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Investing at Vanguard

With Vanguard, you'll get the benefits you need to support your investment portfolio. Learn more about the help, guidance, and cost savings you'll receive with us.

Investors with up to $50,000

As an investor with up to $50,000 at Vanguard, you'll receive the high level of service you expect from us. You'll find investments that meet your needs, financial help when you want it, and products and services that will make doing business with us as easy as possible.

Investors with $50,000 to $500,000*

You're a Voyager client at Vanguard, and the benefits you'll receive will help you manage your assets as your portfolio grows.

Your Voyager® benefits include:

  • No account service fees on most account types.**
  • Investment professionals who will listen to you, address your questions, and offer financial education and resources to empower your decisions.
  • Access to ongoing portfolio oversight through Vanguard Personal Advisor Services® for a low fee.

Investors with $500,000 to $1 million*

You're a Voyager Select client at Vanguard, which offers you a team of experienced investment professionals and additional discounts on brokerage trades.

Your Voyager Select® benefits include:

  • A team of experienced investment professionals who will act as your guide to all we have to offer. They can answer your questions, make transactions, and help you learn about all of the products and services available to you.
  • Access to ongoing advice and portfolio oversight from a Certified Financial Planner™ (CFP®) professional through Vanguard Personal Advisor Services (for a low fee).
  • No account service fees on most account types.**

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 support and education 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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Call 800-962-5167

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8 a.m. to 8 p.m., Eastern time


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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.
  • 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.