Wealth management | Vanguard As a Vanguard Wealth Management client with $5 million in Vanguard funds and ETFs, you have a vision for your future—we can help you get there Trusted and transparent investing philosophy When you partner with Vanguard, you’re investing with a financial firm with a long-standing, time-tested investment philosophy
Personal Advisor Wealth Management Service | Vanguard **Vanguard Personal Advisor Wealth Management charges a 0 30% annual advisory fee Note that this fee doesn't include investment expense ratios, but we generally recommend using low-cost Vanguard funds to build your portfolio For more information on the services, see Form CRS and the Vanguard Personal Advisor Services Brochure
Financial Advice - Vanguard Personal Advisor Select | Vanguard Get financial advice and ongoing portfolio advice from a financial advisor using Vanguard Personal Advisor Services® Home Advice allowing you to say goodbye to hours of research and management Our expert Certified Financial Planners (CFPs) can help simplify all aspects of financial planning, from crafting personalized investment
Estate planning - Create a lasting legacy - Vanguard Get started with Vanguard Wealth Management to learn more about your charitable giving options See how an advisor can help you navigate the complexities of estate planning Learn more Leave a lasting legacy—backed by Vanguard’s mission Wealth is personal That's why estate planning is an essential part of our holistic wealth management
Vanguard Investment Advice Services | Vanguard 4 Vanguard Personal Advisor Select and Vanguard Personal Advisor Wealth Management charge fees based on a tiered fee schedule (maximum 0 30%) calculated as an average advisory fee on all advised assets Note that this fee doesn't include investment expense ratios
Family Office Services - Vanguard Vanguard Personal Advisor Wealth Management Get access to world-class, customized advice from our most senior advisors They’ll provide expertise that includes solutions from Vanguard’s proven methodology to help ensure your legacy and wealth are maximized for your heirs, your philanthropic endeavors, and other goals
Wealth Preservation: Protecting Your Financial Future - Vanguard Vanguard Wealth Management is a premier destination to help grow and preserve generational wealth From private equity and fully paid lending to tax-exempt and active funds, we offer a full line-up of investment products, services, and tax-efficient strategies to match your goals
Benefits of Consolidating Your Investment Accounts - Vanguard Jess Rickert is a family legacy specialist in Vanguard Personal Advisor Wealth Management™ where she specializes in bridging the communication gap between generations of family members Jess joined Vanguard in 2013 and previously served as a relationship manager, ensuring her clients' goals were reflected in all areas of wealth planning
Private Equity - Vanguard Vanguard Personal Investor clients, which include self-directed and Vanguard Personal Advisor Wealth Management, will pay Vanguard an annual Vanguard Servicing Fee ("Servicing Fee"), applicable to each VGHV vintage to which they are subscribed, of 0 30% on capital commitments equal to or greater than $500,000 but less than $2 million, 0 20% on
Vanguard: Helping you reach your investing goals | Vanguard 1 For the 10-year period ended March 31, 2025, 6 of 6 Vanguard money market funds, 70 of 100 Vanguard bond funds, 21 of 23 Vanguard balanced funds, and 173 of 192 Vanguard stock funds—for a total of 270 of 321 Vanguard funds— outperformed their Lipper peer-group averages Results will vary for other time periods Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year