Finally. Financial advice powered by relationships, not commissions.

Introducing Vanguard Personal Advisor Services®

We don’t chase the market and our advisors don’t work on commissions. Decisions about your money are based on our strong and steady investment philosophy and with your best interests at heart. From buying your first home, saving for retirement, or taking a trip around the world, you’ve got this.

How it works

Illustration of man and woman looking at chart
Partner with a personal advisor

We get to know you and help identify your goals. Advisors use our best thinking and innovative technology to build your custom plan. You approve the plan and we put it into action.

Illustration of woman holding a pen, editing a document
We keep an eye on your progress

We’ll review your portfolio quarterly and rebalance as needed. You can check your progress online and can connect with an advisor by phone, email or video chat if you have any questions or want to make changes to your plan.

Illustration of man pointing at a chart
Low fees and tax savings

The annual cost is 0.30% of the assets we manage for you. That’s $3 for every $1,000 in your portfolio, with a $50,000 minimum. By combining low-cost funds and tax-smart strategies, our advisors maximize your tax savings so you can keep more of your money.

Annual fee schedule

FEE MANAGED ASSETS
0.30% On assets up to $5 million
0.20% On assets above $5 million and up to $10 million
0.10% On assets above $10 million and up to $25 million
0.05% On assets above $25 million

The Vanguard difference

Over 30 million clients have entrusted us with more than $5 trillion in assets.

Vanguard puts you first in everything we do and we’re built on the principle that investment companies should make money for you, not from you. We don't have outside owners taking a portion of your returns, which is how we can continuously lower your costs.

Learn more about us

Partner with an advisor

Get started online or call us at 800-523-9447. We’re here to help.

Partner with an advisor

Get started online or call us at 800-523-9447. We’re here to help.

Frequently asked questions about Vanguard advice

Vanguard Personal Advisor Services

Or talk with an investment professional.

800-523-9447

800-523-9447

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


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

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.