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Vanguard personal services—assistance you can count on

Your interests come first. Our low-cost funds and exceptional service can help you invest with confidence—whether you're new to Vanguard or among our millions of loyal clients.

Get help moving money to Vanguard

We can help

Our experienced associates can help you open an account or add to your portfolio, providing as much assistance as you need to complete your transaction. Our dedicated team of professionals will guide you through the process and direct you to the appropriate investing services.

More about Concierge Services

As your assets grow at Vanguard

Personalized service

The more you invest with Vanguard, the more you gain from additional levels of personal assistance, cost savings, and other benefits. Experience extra levels of personalized service, get discounts on advice offerings and reduced fees, and enjoy access to Vanguard investment professionals to help you on your investing journey.

Assets at Vanguard

Investors with a minimum of $50,000

Investors with a minimum of $1 million

Guidance along the way

Choose your investments with the right level of guidance—a one-time second opinion, a full financial plan, or ongoing advisory services.

Advice services

The Vanguard difference

We're not like other investment companies.

  • We're owned by our funds, which, in turn, are owned by clients like you.
  • Our associates don't receive commissions, so they only have your interests in mind.