About Vanguard Personal Advisor
With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.
*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
See Disclosures
General Information
Firm Start Year
1995
automated call
Yes
Firm CRD#
106715
Advisory Services Provided
Education Funding and Planning, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Firm Information
Firm's Number of Clients
>100000
Compensation and Fees
Fee Structure
Fee-Based
Disclosures
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. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints. VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.
While we seek to put our clients' interests first, we have sought to identify potential conflicts where interests and incentives differ, and we seek to disclose such conflicts or situations to you. Like other advisors, we are incentivized to recommend our programs and services over other third-party financial services solutions and products. You should consider carefully which of our services is appropriate for you and whether other products may be more suitable or appropriate. Note that Advisors are not required to recommend the lowest cost solution.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1888947/financialplanners-Vanguard-Personal-Advisor-detailed-disclosure.html