How much does a vanguard personal advisor charge?

1Vanguard Personal Advisor charges Vanguard Brokerage Accounts an annual gross advisory fee of 0.35% for its all-index investment options and 0.40% for an active/index mix. These services reduce those fees by the amount of revenue that Vanguard (or a Vanguard affiliate) retains from your portfolio in order to calculate your net advisory fee.

Who provides Vanguard personal advisor services?

Vanguard Personal Advisor 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.

How much does personal advisor wealth management cost?

Your annual cost for Personal Advisor Wealth Management starts at just 0.3% of your advised assets. Note: Fee tiers are applied marginally (for example, a household with $11 million under management would pay 0.3% on the first $5 million, 0.2% on the next $5 million, and 0.1% on the remaining $1 million).