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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.
While Vanguard Advisers, Inc., doesn't have advisors located in every state, we’re available to help you
nationwide over the phone or virtually.
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
Form CRS and Vanguard Personal Advisor Services Brochurefor important details about the service, including its asset-based service levels and fee breakpoints.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Source: PriceMetrix by McKinsey. Average fees are based on data contained in PriceMetrix’s proprietary database, representing more than 25 North American wealth management firms that represent 65,000 financial advisors. PriceMetrix’s data set covers nearly half of retail assets managed by full-service financial advisors. The average fees are based on households with assets of $1 million to $1.5 million. PAS clients at the same asset level will be assessed a 30bps advisory fee. Note that full-service advisors, including PAS, may provide a tiered-fee structure based on the level of assets being managed, and may require a minimum asset level to manage the accounts. The average fees do not consider other costs, including underlying product costs, transaction costs, or other account costs. Unless otherwise noted, all data is reported as of December 31, 2019.
