Personal Investors

Here's why financial advice is worth paying for

Vanguard Asset Management Services™

Receive tailor-made financial advice from salaried professionals for less than what you'd pay, on average, just to hold mutual funds at other companies.

When you start this presentation, choose one, two, or all three of the following topics to hear our experts explain how ongoing advice from a financial professional can benefit the long-term value of your portfolio.

  • Tax-efficient investing
  • Wealth and estate planning
  • Retirement income strategies

Call us at 800-523-0776 to learn more. We'll be happy to talk with you.

Vanguard Asset Management Services are provided by Vanguard National Trust Company, which is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency.

The annual service fee, payable quarterly, is based on the market value of assets under management at the end of each quarter. A minimum of $500,000 is necessary to establish a relationship; other eligibility criteria apply. A different fee schedule applies to qualified plans and relationships with $10 million or more. Additional fee of $2,500 per registration applies for certain trust services. Call 800-523-0776 to request a fee schedule.

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