See our principles in action with advice
Vanguard Personal Advisor Wealth Managment™
$5M+ minimum to qualify.
Annual advisory fee: No more than $30 per $10,000 invested.
Wealth management is a comprehensive financial service that combines investment advice, estate planning, tax services, and other financial strategies to grow and protect an individual's wealth. To support the complexity of your higher wealth, you'll receive:
- All the benefits of Personal Advisor Select.
- Advice from a dedicated CFP.
- Exclusive investing solutions, including private equity and closed funds.
- Wealth and estate planning.
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*Vanguard Personal Advisor Wealth Management charge 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.
This communication is for informational purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security, nor is it to be construed as legal, tax, or investment advice. Private investments involve a high degree of risk, and therefore, should be undertaken only by prospective investors capable of evaluating and bearing the risks such an investment represents. Investors in private equity generally must meet certain minimum financial qualifications that may make it unsuitable for specific market participants.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
All investing is subject to risk, including the possible loss of money you invest. Diversification does not ensure a profit or protect against a loss.