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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

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Finance

0.30% AUM fee, fiduciary CFPs, Vanguard fund focus. Best low-cost human advisor.

โ˜… Best Pick๐Ÿ† Best low-cost human

Sign up at investor.vanguard.com. $500K minimum to access PAS.

Vanguard Personal Advisor Services is the right pick for low-cost human advisory. 0.30% AUM fee (industry's lowest for human advisors), fiduciary CFPs, Vanguard fund focus. The CFPs are real human advisors (not robo), available for unlimited consultations. Best value for $500K-$5M portfolios.

Pros

  • 0.30% AUM (lowest human)
  • Fiduciary CFPs
  • Vanguard fund integration

Cons

  • Vanguard fund focus (limited to their products)
  • Less personalized than higher-fee services
Price
0.30% AUM
Reference price
View deal ยท Official

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