Wealth Management

Minimize the complexities of your wealth and investing approach

Preserving your wealth isn't just about money—it's also about your family's unique legacy. We understand that with greater wealth comes more complex, sensitive, and critical needs that require an extra level of support.

Contact us to discuss your individual investment needs

Already a client?
Call 800-562-1367

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

Your investment team

As an investor with $5 million or more, your financial decisions are critical. At Vanguard, you can choose how much assistance you receive. Whether it's guidance from your relationship manager, your financial advisor (a Certified Financial Planner™ (CFP®) professional), or any member of your team of financial experts, you have access to support from some of the finest professionals in the industry.

We value transparency

At Vanguard, you’re more than just an investor, you’re an owner*. That means you get honest, unbiased help with no commissions, high fees, or sales quotas.**

Here’s how we can work together

Self-directed wealth management

Vanguard's self-directed option puts you in the driver's seat, allowing you to manage your own portfolio. You'll have a relationship manager whenever you need personalized guidance, and you'll also enjoy other benefits, including:

  • Commission-free stock and ETF (exchange-traded fund) trades via phone as well as 100 commission-free options/fixed income trades.
  • Charitable giving through The Vanguard Charitable Endowment Program.
  • Access to client events.
  • No-charge wire transfers.
  • Access to the Institutional share class ($5 million investment minimum in select funds).
  • Tools and techniques to maintain and grow your wealth.

Vanguard personal advisor wealth management

At a fraction of the cost of our competitors, Vanguard Personal Advisor Wealth Management™ provides highly personalized advice for individuals and families in all life stages—whether you’re accumulating wealth, preserving it, or planning to transfer it to your loved ones.

  • A dedicated financial advisor and a team of wealth management experts.
  • Behavioral coaching.
  • Scheduled consultations and client events.
  • Income and tax planning strategies.
  • High-quality investment products.
  • Financial planning services for family legacy planning, charitable giving, and other financial goals.
  • Estate planning services, including analysis and tax strategies.
  • Personal trust services, including investment management and trust administration.

Contact us to discuss your investment needs

New to Vanguard?
Call 800-452-6941

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

Already a client?
Call 800-562-1367

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

What makes Vanguard different?

Our steadfast philosophy encourages consistent, long-term investing practices, strong performance, and a robust breadth of products for all your investing needs. At Vanguard, our investors are our owners.* That means you're in the driver's seat.

We're a low-cost leader

  • Our fees are among the lowest in the industry,*** and we consistently pass along economies of scale to you.


Our knowledge and research is built around your interests and priorities

  • We provide in-depth research and resources—including white papers and webcasts from Vanguard experts—on topics that matter to you most.
  • We have a proven history of advocacy for our clients and a strong reputation as a trusted, candid partner.

Our quality client service always puts you first

  • You'll receive personalized client service from specialists who focus on helping you build the life you've dreamed of for yourself and your loved ones.
  • Shared values and quality client service from professional employees with high standards of excellence.

For more information about Vanguard funds, visit vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.

*Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients. Benefits of ownership derive from Vanguard’s unique structure as well as ownership of fund shares.

**Vanguard Personal Advisor Select and 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. Please review each service’s advisory brochure for more fee information. 

***Vanguard average ETF and mutual fund expense ratio: 0.08%. Industry average ETF and mutual fund expense ratio: 0.47%. All averages are asset-weighted. Industry average excludes Vanguard. Sources: Vanguard and Morningstar, Inc., as of December 31, 2022.

All investing is subject to risk, including the possible loss of the money you invest.

You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Commission-free trading of Vanguard ETFs applies to trades placed both online and by phone. Commission-free trading of non-Vanguard ETFs excludes leveraged and inverse ETFs and applies only to trades placed online; most clients will pay a commission to buy or sell non-Vanguard ETFs by phone. Commission-free trading of non-Vanguard ETFs also excludes 401(k) participants using the Self-Directed Brokerage Option; see your plan’s current commission schedule. Vanguard Brokerage reserves the right to change the non-Vanguard ETFs included in these offers at any time. All ETFs are subject to management fees and expenses; refer to each ETF's prospectus for more information. Account service fees may also apply. All ETF sales are subject to a securities transaction fee. See the Vanguard Brokerage Services commission and fee schedules for full details.

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.

Options are a leveraged investment and are not suitable for every investor. Options involve risk, including the possibility that you could lose more money than you invest. Before buying or selling options, you must receive a copy of Characteristics and Risks of Standardized Options issued by OCC. A copy of this booklet is available at theocc.com. It may also be obtained from your broker, any exchange on which options are traded, or by contacting OCC at 125 S. Franklin Street, Suite 1200, Chicago, IL 60606 (888-678-4667 or 888-OPTIONS). The booklet contains information on options issued by OCC. It is intended for educational purposes. No statement in the booklet should be construed as a recommendation to buy or sell a security or to provide investment advice. For further assistance, please call The Options Industry Council (OIC) helpline at 888-OPTIONS or visit optionseducation.org for more information. The OIC can provide you with balanced options education and tools to assist you with your options questions and trading.