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Vanguard personal services—for high-net-worth investors

Flagship Services

Flagship® is for clients who have $1 million or more with Vanguard.*

Flagship representatives act as your guide to all the services we offer our high-net-worth clients. Whenever you're facing a complex situation or change in circumstances, a dedicated representative will coordinate personalized, expert help that's tailored to your needs.

You'll also enjoy these important benefits:

  • Financial advice from a Certified Financial Planner™ (CFP®) professional—anytime. They can help you with specific investment questions or provide ongoing advisory and portfolio management services.  
  • Commission-free Vanguard ETF® trades and 25 commission-free trades for stocks, options, non-Vanguard ETFs, and transaction-fee funds.**
  • Access to select Vanguard mutual funds that are closed to other investors.

Flagship Select Services

Flagship Select Services® is our most exclusive service reserved for clients with $10 million or more with Vanguard.*

You'll have a relationship consultant to help with your day-to-day investment questions and a relationship manager for your more complex wealth management needs. Your dedicated team will act as your access point to all of our resources aimed at helping you preserve your wealth for future generations and establish a lasting legacy.

You'll also enjoy these important benefits:  

  • Financial advice from a CFP professional—anytime. They can help with specific investment questions or provide ongoing advisory and portfolio management services.  
  • 500 commission-free brokerage trades and direct access to our Trade Desk professionals (they can help with large orders and get you the best possible pricing).**  
  • Lowest possible pricing for your funds, which may include the expense ratios of our Institutional Shares, based on your aggregate assets with us.
  • Guidance to help prepare your family for the successful transfer of wealth, which can include topics such as family communication, empowering heirs, philanthropy, and legacy planning.
  • Invitations to private events to meet with senior leaders from Vanguard, gain insights on market and economic trends, and network with other investors.

When you receive investing help 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.

*See what Vanguard assets qualify for personal services

**See the Vanguard Brokerage Services commission and fee schedules for details, including limits and exclusions.