Vanguard Personal Advisor Services
From building your savings to indulging in a spontaneous trip, Vanguard Personal Advisor Services® makes it possible to plan for tomorrow and live for today.
What you can expect from Vanguard financial advice
- A personalized financial plan from a financial advisor who takes the time to understand what matters most to you.
- Advice on portfolio composition, investing strategies, and more from one of the most respected financial companies in the world.
- A partnership with an advisor you can trust. Vanguard advisors don’t work on commissions, and they always put your interests first.
74% of Vanguard funds outperformed their peer-group averages over the 10-year period ended December 31, 2021.*
Vanguard funds' expense ratios are 82% lower than the industry average.** And Vanguard's annual advisory fees are among the lowest in the industry.
Vanguard is more than an investment company—it's a community of investors. Vanguard has no outside owners. Vanguard's investors own the funds that own Vanguard.†
*For the 10-year period ended December 31, 2021, 7 of 7 Vanguard money market funds, 67 of 86 Vanguard bond funds, 21 of 24 Vanguard balanced funds, and 128 of 183 Vanguard stock funds—for a total of 223 of 300 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 history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. Visit vanguard.com/performance for more information.
**Vanguard average ETF and mutual fund expense ratio: 0.09%. Industry average ETF and mutual fund expense ratio: 0.49%. All averages are asset-weighted. Industry average excludes Vanguard. Sources: Vanguard and Morningstar, Inc., as of December 31, 2021.
†Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.
For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.
Paid non-client endorsement. 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.
While Vanguard Advisers, Inc., doesn't have advisors located in every state, they’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 Form CRS and the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.
Personal Advisor Services is provided by Vanguard. AAA Club Alliance Inc. is not a lender, bank, or financial institution and does not provide investment accounts or financial advice.
Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
Vanguard and Vanguard Personal Advisor Services are registered trademarks of The Vanguard Group, Inc.
**Vanguard average ETF and mutual fund expense ratio: 0.09%. Industry average ETF and mutual fund expense ratio: 0.49%. All averages are asset-weighted. Industry average excludes Vanguard. Sources: Vanguard and Morningstar, Inc., as of December 31, 2021.
†Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.
For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.
Paid non-client endorsement. 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.
While Vanguard Advisers, Inc., doesn't have advisors located in every state, they’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 Form CRS and the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.
Personal Advisor Services is provided by Vanguard. AAA Club Alliance Inc. is not a lender, bank, or financial institution and does not provide investment accounts or financial advice.
Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
Vanguard and Vanguard Personal Advisor Services are registered trademarks of The Vanguard Group, Inc.