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Rating
7.83
Commission & Fees
8.5
Customer Service
7.5
Ease of Use
7
Tools & Resources
6.5
Investment Options
9.5
Asset Allocation
8
Suitable for:
  • Novice investor
  • Intermediate investors
  • Professional investor
  • Human advice
  • 401(k) investor
Short description:

Vanguard Personal Advisor Services is a service for professional investors. The system offers the services of automated consultants and a staff of financial analysts. The service offers affordable service rates. Entry threshold starts at $ 50k, which can be difficult for newcomers to investing.

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Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $50000
Management fee 0.3%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE 0.30%/year
ASSETS UNDER MANAGEMENT > $101 Bln
NUMBER OF USERS
AVERAGE ACCOUNT SIZE
YEAR FOUNDED 1975
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS human assisted
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone M-F 8A-8P ET; Email M-F
CLEARING AGENCY N/A
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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