Vanguard Personal Advisor Services Review | CompareCredit.com

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Vanguard Personal Advisor Services® Review

Editorial Note: Our editorial team’s content is not provided or commissioned by any financial institution or partner. The opinions, reviews or recommendations expressed in any article mention are solely those of our editorial team.

The Bottom Line:

We recommend Vanguard Personal Advisor Services® based on their personal approach, extremely low cost, and excellent reputation. Click here to get started with an advisor today.

Where Vanguard Excels

Vanguard, the same company that revolutionized investing through index funds and rock bottom low-cost management fees, is now offering a hybrid service that provides investors with access to algorithmic trading (robo-advising) with the guidance and access to a personal financial advisor to create custom plans for you based on your ambitions and lifestyle.

Unlike other wealth management solutions, Vanguard advisors are salaried (no need to worry about commissions fueling their recommendations) and hold fiduciary status, meaning they will always act in your best interests.

Is Vanguard right for you?

Vanguard advisors can help you with your entire financial picture. From growing investments, to tax strategies, estate planning and even guidance on philanthropic giving, a Vanguard advisor is there for you.

The average management fee for the industry is 1.08%¹, because Vanguard’s ethos is low-cost solutions, the management fee for their hybrid solution is just 0.30%. (72% cheaper than the industry average, that’s a huge discount.)

When you invest with Vanguard advisors, you’re in good company.

The accounts that can be managed through Vanguard Advisors are individual and joint brokerage accounts, roth IRA, traditional IRA, rollover, SEP, SIMPLE IRAs, and Trusts. (Sorry, no 401(k)s at this time – although you could convert an old 401(k) into an IRA to take advantage of this service. Speak with a Vanguard Advisor to see how.)

The best time to start investing was 20 years ago, the second-best time is right now.

Take the next step

Get Started Now

30 Million Investors Strong

  • Digital Investing
    Most Trusted/Most Loved Brand2

    Vanguard Personal Advisor ServicesBased on the 2020 Harris Poll EquiTrend® Study


  • Digital investing
    Brand of the Year2

    Vanguard Personal Advisor ServicesBased on the 2020 Harris Poll EquiTrend® Study

All investing subject to risk, including possible loss of money invested.

  1. Source: PriceMetrix. Average fees are based on data contained in PriceMetrix’s proprietary database, representing more than 20 North American wealth management firms that service more than 12 million retail investors. PriceMetrix’s data set covers over one-third 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, 2017

  2. Vanguard Personal Advisor Services received the highest numerical Equity Score and the highest numerical score relating to Trust and Love among Digital Investing brands included in the 2020 Harris Poll EquiTrend® Study, which is based on opinions of 39,300 U.S. consumers ages 15 and over surveyed online between January 1 and January 30, 2020. Your opinion may differ. “Highest Ranked” was determined by a pure ranking of a sample of Digital Investment brands.

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.