
Vanguard Personal Advisor Services
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- Finance
0.30% AUM fee, fiduciary CFPs, Vanguard fund focus. Best low-cost human advisor.
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Best Pick๐ 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
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