Extensive wealth management services
You'll receive services that are personal and holistic. This combination will help you preserve your wealth for the next generation and beyond.
A trusted Vanguard relationship
Your relationship team will get to know the wealth goals you have for yourself and your family and will work with your family office and other third parties as needed. They'll be your guide to all of your exclusive wealth management services.
And know that, as your assets increase—from $5 to $50 million and beyond*—so will the level of support you receive.
Depending on your personal needs, your relationship team can expand to include a dedicated financial advisor through Vanguard Personal Advisor Services®. He or she will manage your assets and partner with the rest of your team to implement a holistic wealth plan that can start now and continue with your loved ones later on. And as you'd expect, our advisory fees are some of the lowest in the industry.
Certified Financial Planner™ professionals from Vanguard Personal Advisor Services are available to consult with you whenever you need financial advice on a variety of topics.
If you receive ongoing portfolio management through Vanguard Personal Advisor Services, your financial advisor will work with you to develop a custom financial plan and will manage your assets according to your plan.
Wealth & estate planning
Our specialists can help you make a plan to preserve your wealth for future generations. For example, we can discuss potential estate tax strategies, help you develop an estate plan, and consult with you on Roth conversions and other wealth transfer techniques.
Our trust services can help take the burden of trust management off you and your family. You can appoint us as the financial advisor for your trust, letting us manage the investments on behalf of your chosen trustee.
We can also serve as your corporate trustee, co-trustee, or successor trustee. You can be assured that when you appoint us as a trustee, we'll provide proper and impartial oversight, always keeping the objectives of your trust in mind.
Experts can advise you on the best ways to minimize your tax burden. You'll have access to our experts who can help you with alternative minimum tax (AMT) planning, strategic asset allocation, tax-loss harvesting, and more.
Family legacy planning
Research demonstrates the importance of empowering your heirs so your wealth can successfully transition someday.** Through our Vanguard Family Matters® program, we'll help you with preparing family members, getting investment knowledge, and creating a wealth plan.
Charitable giving specialists are available to consult with you regarding your philanthropic goals. We can help you find the best ways to optimize your giving while minimizing taxes.
You're the focus
When you receive help from us, know that our professionals are salaried and don't receive commissions. So you can be confident we're making every decision with only your needs in mind.
More benefits to help you invest
Special access to Vanguard funds
Like all investors, you'll be able to choose from over 130 index and active mutual funds and over 70 ETFs (exchange-traded funds) from Vanguard. In addition, as a Flagship Select client:
- You may qualify for our even lower-cost Institutional Shares based on your investment amount.
- You can invest in more sophisticated active Vanguard funds—including market-neutral and minimum volatility funds.
Complete brokerage services, including complimentary trades
In addition to our low-cost mutual funds and ETFs, we offer a variety of investment options, including mutual funds and ETFs from other companies, as well as stocks, CDs (certificates of deposit), and bonds.
As a Flagship Select client, you'll receive 100 commission-free brokerage trades a year. You also have direct access to our trade-desk professionals who can help with large orders, get you the best possible pricing, and assist you with more sophisticated needs, like options and margin trading.†
Invitations to private events
Meet with senior leaders from Vanguard, gain insights on market and economic trends, and network with other investors.
Join Flagship Select Services
Call 844-671-8108 to speak with our experienced specialists who are trained at helping high-net-worth clients like you. They'll learn about your wealth management needs and get you started with Flagship Select Services.
Vanguard Flagship Select Services™
Interested in Flagship Select Services®? Speak with a specialist who's experienced with helping high-net-worth clients.
Monday through Friday
8 a.m. to 8 p.m., Eastern time
LEARN MORE ABOUT CHARITABLE GIVING
Eligibility is based on total household assets held at Vanguard, with a minimum $5 million to qualify for Vanguard Flagship Select Services™. We determine eligibility by aggregating assets of all qualifying accounts held by you and your immediate family members who reside at the same address.
Assets that qualify
- Vanguard mutual funds.
- Vanguard ETFs®.
- Certain annuities through Vanguard.
- The Vanguard 529 Plan.
- Certain small-business accounts.
Note: Assets in 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 that don't qualify
- Non-Vanguard mutual funds.
- Non-Vanguard ETFs.
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 Vanguard Flagship Select Services is complimentary, some underlying services may charge fees and expenses. Vanguard does not guarantee any level of service.