Financial Planning, Management, and Advice | Vanguard

TRANSPARENT PRICING

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.

Vanguard

0.30%

ANNUAL FEE


Industry Average
1.08% annual fee3

Annual fee schedule

FEE MANAGED ASSETS
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

Source: Financial Planning, Management, and Advice | Vanguard

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