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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355
(800) 2117806

About Vanguard Personal Advisor Services

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.

General Information

Firm Start Year

1995

Firm CRD#

106715

Name of Broker/Dealer

Services

Investment Types

Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via email, Via phone

Compliance

Registered Investment Advisor

Yes

I am an 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.