Flagship Services offers a high level of personal attention from Vanguard to help you reach your goals, make the most of your investments, and protect your wealth.
Investors with a minimum of $1 million in Vanguard assets*
- Exceptional service from a personal representative who is your guide to all that Vanguard offers.
- "Ask a CFP® professional" program for guidance on particular financial issues as they arise.
- A Vanguard Financial Plan for long-range planning by a Certified Financial Planner™ (CFP) professional from Vanguard who analyzes your investments and saving strategy.
- Exclusive access to select Vanguard mutual funds that are closed to other investors. View our fund list
- Savings on investing fees, including 25 commission-free trades for stocks, options, and non-Vanguard ETFs and transaction-fee funds. Plus you'll enjoy significant savings on other brokerage costs.** View our commission and fee schedule
Make a lasting charitable impact
Want a tax-effective way to consolidate, accrue, and grant assets to charity?
Vanguard Charitable—one of the largest charities in the United States—is proud to offer the highest value donor-advised fund, a claim backed by low all-in fees and a strong alignment with Vanguard's time-tested investment principles.
Flagship Select Services™
Flagship Select is the most exclusive service we offer. You and your family will experience a close, personal relationship with us and have access to unparalleled services, insights, advice, and savings.
Investors with $10 million or more in Vanguard assets*
- Exceptional service from a dedicated team of experienced professionals including a relationship manager and relationship administrator.
- Consultations with CFP® professionals and trust specialists from Vanguard† and other experts on a variety of investing and wealth management topics—including family governance, estate planning, investment strategy and analysis, and family financial planning.
- Access to Vanguard research and commentary that addresses the unique needs of ultra-high-net-worth clients. View our research and commentary
- Invitations to private events in major U.S. cities to meet with senior officers from Vanguard, gain insights on market and economic trends, and network with other investors.
- 500 commission-free brokerage trades,** plus free, personalized assistance from our Trade Desk professionals to help you conduct large or specialized brokerage transactions and find you the best possible execution price for your order.
- The lowest possible pricing for mutual funds that we can offer—which may include Institutional Share classes—based on your aggregate assets. View our fund list