| Community Rating | Strongly recommended |
| Minimum Initial Investment | $0 |
| Management Fee | 0.05% - 0.3% |
| Number of Reviews | 11 |
Vanguard Investment Advisor Review
Vanguard Investment Advisor is founded in 1975 and based in Valley Forge, PA.
| The Good | The Bad |
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What fees does Vanguard Investment Advisor charge?
Vanguard Investment Advisor uses a fee-only model.
This means Vanguard Investment Advisor 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.
| Description | |
|---|---|
| Annual Fee | $30 |
| Monthly Fee | $0 - $5 |
| Management Fee | 0.05% - 0.3% |
| Fee Based? | Yes |
| Account Transfer Fee | $0 |
| Account Termination Fee | $0 |
| Investment Expense Ratios | 0.04% - 0.11% |
What management fees does Vanguard Investment Advisor charge?
Vanguard Investment Advisor 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 Investment Advisor?
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 Investment Advisor charges an investment expense ratio that starts at 0.04% and ranges up to 0.11%.What type of investment accounts and asset classes does Vanguard Investment Advisor 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 Investment Advisor?
Vanguard Investment Advisor does not have a minimum amount to open an account.Contact
- Headquarters
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P.O.Box 2600
Valley Forge, PA 19482 USA - (888) 305-8655
- Visit Site
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