Vanguard Personal Advisor Services

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Vanguard Personal Advisor Services, founded in 1995, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 654 advisors. Vanguard Personal Advisor Services manages $107.80 billion and provides investment advisory services for 584,400 clients (1:894 advisor/client ratio).

Vanguard Personal Advisor Services requires a $50,000 minimum investment and charges between 0.30% and 0.05% for ongoing portfolio management services, depending on the size of the portfolio.

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Managed Investing

Trust Score
96
info_outline

Annual Management Fee Percent
$0 to $4,999,999 0.30%
$5,000,000 to $9,999,999 0.20%
$10,000,000 to $24,999,999 0.10%
$25,000,000+ 0.05%
Feature Value
Estimated Fees (Annual) $300 on a $100,000 portfolio
Annual Management Fee Details None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $184,455
Broker-Dealer Yes
Disciplinary History No
Total AUM $107.80 billion
Advisor / Client Ratio 1:894


Questions & Answers



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FinanceGuy wrote: Does Vanguard act as a fiduciary for all clients accounts, retirement and taxable?

1 month ago
Response from BlainR at Investor.com

Yes, all our research suggests Vanguard has clients best interest for all account types.



Reviews

1
5 out of 5 stars

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Haven't looked back since I switched over
By Michael M · 2 months ago

I moved all my IRA assets to Vanguard's Personal Advisor service early 2017 and couldn't be happier. The entire process to switch over was very simple and my advisor provided full documentation on how they were going to invest my money. They define your steps to target your desired goals, not to mention that the advisors make the experience very personable.


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