Last Updated: 04/18/2025
Vanguard Investment Advisor
Unaffiliated
in Investment Advisors from Vanguard
Last Updated: 04/18/2025
SuperMoney User Recommendation Score +46
Mostly recommended13 total votes
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Highlights
Community Rating
Mostly recommended
Minimum Initial Investment
$0
Management Fee
0.05% - 0.3%
Number of Reviews
Vanguard Investment Advisor Review
Vanguard investments is founded in 1975 and based in Valley Forge, PA.
Vanguard investments Pros & Cons
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Vanguard investments FAQ
What fees does Vanguard investments charge?
Vanguard investments uses a fee-only model.
This means Vanguard investments gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.
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| Monthly Service Fee | $0 - $5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Annual Fee | $30 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Management Fee | 0.05% - 0.3% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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What management fees does Vanguard investments charge?
Vanguard investments charges an annual management fee that starts at 0.05% and ranges up to 0.3%.
Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.
What are the investment expense ratios of Vanguard investments?
Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.
Vanguard investments does not charge fees based on an investment expense ratio. What type of investment accounts and asset classes does Vanguard investments support?
Vanguard offers the following types of assets and account types.
| Supported Options | Unsupported Options |
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Vanguard does not offer any of the investment vehicles that we track.
What is the minimum amount you have to invest to open an account with Vanguard investments?
Vanguard investments does not have a minimum amount to open an account.SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.
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Learn MoreSuperMoney Net Recommendation Score
SuperMoney users mostly recommend this product, giving it a user recommendation score of +46, or 3.9 on a 5-point rating scale.
+46
-1000+100
No one recommends
Everyone recommends
Vanguard Investment Advisor Community Reviews
Would you recommend Vanguard Investment Advisor to your friends?
U
Anonymous
Jun 15, 2022
May or may not recommend
Overall, Vanguard is a great company that tries to have the lowest cost for its investors. However, my experience with Vanguard Personal Advisors was less than stellar. What could have been a nuanced and highly specific set of investments were instead simply cookie-cutter ETFs regardless of what the Macro environment was going through. In this case, rising interest rates. After a year, I pulled the account ...Show More
JH
John H.
Dec 20, 2021
May or may not recommend
Cannot get them to transfer OUR money to another provider. One account 4 months and they still hold it. The other2 months before they let go. Every excuse in the book. DO NOT bother with them.
MO
Micheal O.
Dec 23, 2020
May or may not recommend
I have known Vanguard investments for a decade now, and I can the way they run their business depicts that they know what they're doing.
They are a huge key player in the ETF market, and they even help you out when you need to compare various funds. I would always recommend them.
JS
Joe S.
Nov 13, 2020
May or may not recommend
They have some of the best mutual funds and index funds in the market with the best performance. Their commission fees are pretty low. They used to be my main brokerage company. However, I switched to robo-advisors/investing apps since I tend to have lesser time monitoring my stocks lately. I loved their service especially their account security and their responsive customer support.
Victoria C.
Oct 28, 2020
May or may not recommend
For years, I used to think Investment was like rocket science. Not until I met Vanguard mutual funds. I signed up and to my surprise I received unbelievable discounts together with a break down tutorship for beginners level.
With this company I have enjoyed tremendous flexibility, been able to get into the Etf market and other forms of Investments.
U
Anonymous
May 2, 2015
May or may not recommend
I've found Vanguard's mutual fund and ETF screener a real help. This lets you filter out by things like minimum deposit, tax efficiency and asset class, so you can choose just the right fund ETF for your investing needs. They also offer the capability of comparing various funds.
U
Anonymous
May 2, 2015
May or may not recommend
The minimum investment for Vanguard mutual funds is a bit steep for a beginning investor at $3,000, but the minimums for ETFs is just one share. I started with the ETfs, but them also moved into the index funds when I had some funds available. It has worked out well, but when it comes to the index funds, we are talking volume.
U
Anonymous
May 2, 2015
May or may not recommend
Besides mutual funds, Vanguard is also a big player in the ETF market, which is where I decided to branch out last year. I've found them really responsive in terms of what they have to offer. They offer more than 50 ETFs in the same categories pretty much as their mutual funds, so it makes choosing the right ones for me fairly easy.
U
Anonymous
May 2, 2015
May or may not recommend
I started with Vanguard a few years ago by rolling over my IRAs that I had at another investment house. I wanted to learn more about trading with no load mutual funds and since they are the experts in this area, I figured it was the place to go. I was right. I've learned a great deal and graduated way beyond my IRAs, which are also doing really well.
U
Anonymous
May 2, 2015
May or may not recommend
Unlike some investment websites,Vanguard isn't above doing some educating. I was really pleased as a new investor about a year ago to see that they define terms such as ETF on their website so that you know what you're doing and why. I'm doing a lot more nowadays, but still find that the simple, easy to use and understand site helps me all of the time.
U
Anonymous
May 2, 2015
May or may not recommend
This company has been around for more than 4 decades and it becomes apparent that they obviously know what they're doing since they're still around and going strong. I love index funds, as well as exchange-traded funds, and I like to mix them up, which this company is so good at allowing me to do.
U
Anonymous
May 2, 2015
May or may not recommend
I actually rolled over an IRA with Vanguard and have been pleased with the smooth process. I feel confident that I've made the right decision and am seeing that the investment in no load mutual funds is probably the best thing I could do with my money, especially in today's market.
U
Anonymous
May 2, 2015
May or may not recommend
Given the fact that Vanguard is the largest no load mutual fund company probably in the world, it makes sense to take their advice given on their webite and when you talk to someone on the phone in terms of what steps you should take next. I've done that and have been very happy with the results. All thanks to Vanguard.
Showing 13 of 13 reviews
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