Client Benefits

Investing with Vanguard Flagship Services

You'll get the help and services you need to support a large investment portfolio.

Investors with $1 million to $5 million*

You're a Flagship client at Vanguard, which means you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. As a Flagship client, you'll have exclusive resources available to you, including Vanguard professionals who can help you meet your investment and wealth management needs.

Offered through Vanguard Personal Advisor for a low fee, advisors are also available to help you navigate the complexities of wealth management in areas like trust services, tax strategies, financial advice, and philanthropy.

When you call, you'll speak with an experienced representative who will 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 representative will coordinate personalized, expert help that's tailored to your needs.

As your needs grow, your support will too. Once you've accumulated $5 million or more in Vanguard assets, you'll become a Flagship Select client, which provides the wealth management services you need.

Find out more about wealth management for you & your family

What you can expect every day as a Vanguard client

All Vanguard clients pay $0 commission to trade ETFs (exchange-traded funds) and stocks online. You also have access to more than 160 no-transaction-fee mutual funds from Vanguard and more than 3,000 funds from other companies.

Explore professional advice

We offer expert help at the low cost you'd expect from Vanguard.

Compare advice options

Interested in Vanguard Flagship Services®?

Speak with a specialist who's experienced with helping high-net-worth clients.

 

Call 800-345-1344

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

Ready to open or transfer an account?

New to Vanguard or looking to consolidate your savings?

Open an account

Already a Vanguard client? Log in to view your account.

Log in

Ready to open or transfer an account?

New to Vanguard or looking to consolidate your savings?

Open an account

Already a Vanguard client? Log in to view your account.

Log in

Compare our services

View benefits at a glance

Investing services for up to $1 million

With Vanguard, you'll get the benefits you need to support your investment portfolio. Learn more about the help, guidance, and cost savings you'll receive with us.

View investing services for up to $1 million

Wealth management services for $5 million & up

Your wealth isn't just about money—it's about your family's future. We understand that with higher wealth comes higher complexity and more sensitive, critical needs that require an extra level of support. That's where we can add value.

View wealth management services

*See what Vanguard assets qualify for these services

See what Vanguard assets qualify for these services

 

Eligibility is first calculated using qualifying assets for an individual client. We then combine the qualifying assets of clients sharing a residential address to determine final eligibility*, with a minimum of $1 million to qualify for Vanguard Flagship Services®.

 

Assets that qualify

  • Any assets under management of Vanguard Personal Advisor.
  • Vanguard mutual funds and Vanguard ETFs held by a client in certain personal accounts qualify. Personal account types include: individual non-retirement, education savings accounts, IRAs, Joint, Trust, Custodian, Guardian, UTMA, UGMA, Estate, Sole Proprietorship, and Single-Participant SEP IRA plans.

Note: Vanguard assets in a Vanguard 529 Plan, Vanguard Variable Annuity, Multi-participant SEP IRA plans, SIMPLE, i401k, 403(b), family partnership, family corporation, or 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 held in other account types are not eligible to be included in service eligibility determination.

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 these services are complimentary, some underlying services may charge fees and expenses. Vanguard does not guarantee any level of service.

*Business addresses and other non-residential addresses are not eligible to be aggregated for purposes of determining services.

For more information about Vanguard funds or ETFs, visit vanguard.com 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.

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.

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

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.