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Vanguard Personal Advisor Select™
$500,000 minimum to qualify.
Annual advisory fee: No more than $30 per $10,000 invested.
With this option, you'll experience:
- Custom investment and financial planning strategies.
- A dedicated Certified Financial Planner™ (CFP®).
- Portfolio stress-testing against thousands of scenarios.
- A personalized plan based on 30+ data points specific to you.
- A tax strategy that addresses Social Security, Roth conversions, and account withdrawal order in the context of your spending needs and legacy goals.
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Have questions about advice? Talk to an investment professional at Vanguard today.
*Vanguard Personal Advisor Select charges fees based on a tiered fee schedule (maximum 0.30%) calculated as an average advisory fee on all advised assets. Note that this fee doesn't include investment expense ratios charged by a fund. Please review each service's advisory brochure for more fee information.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
For more information about Vanguard mutual funds or ETFs, obtain a mutual fund or ETF prospectus or, if available, a summary prospectus.
Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free online) or through another broker (who may charge commissions). See the Vanguard Brokerage Services Commission and Fee Schedules for limits. Vanguard ETF Shares are not redeemable directly with the issuing Fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.
All investing is subject to risk, including the possible loss of money you invest.