Lower than the industry average
The annual cost for Vanguard Personal Advisor Services is just 0.30% of the assets we manage for you. If we manage a substantial amount of assets for you, the cost of the services gets even lower. The yearly fee is broken into 4 payments, billed quarterly, with a $50,000 minimum.
1.08% annual fee3
Annual fee schedule
|0.30%||On assets up to $5 million|
|0.20%||On assets above $5 million and up to $10 million|
|0.10%||On assets above $10 million and up to $25 million|
|0.05%||On assets above $25 million|