SuperMoney
  Vanguard Investment Advisor

Vanguard Investment Advisor

in Investment Advisors from Vanguard

Unaffiliated

Vanguard Investment Advisor

Unaffiliated

in Investment Advisors from Vanguard

SuperMoney Net Recommendation Score +63%

SUPERMONEY NET RECOMMENDATION SCORE

+63%

-100% 0% +100%
No one recommends Everyone recommends

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

Strongly recommended

5 users recommend
3 users are unsure
0 users don't recommend
Cast your vote
Cast your vote

Would you recommend Vanguard Investment Advisor to your friends?

Thanks for your vote!

Thanks for your vote!

You voted: May or may not recommend

Highlights
Highlights
Community Rating Strongly recommended
Minimum Account $0
Management Fee 0.05% - 0.3%
Number of Reviews 8

Vanguard Investment Advisor Review

Vanguard Investment Advisor is founded in 1975 and based in Valley Forge, PA.

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.

Vanguard Investment Advisor Fees
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.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Custodial Accounts

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.

How does Vanguard Investment Advisor compare to other investment advisors?

The Good The Bad
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Does not offer low-cost ETFs.
  • Does not give access to human finance advisors.
  • Tax-loss harvesting not available.
  • Limited investment options.
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...

Contact

Other Services by Vanguard

Feature Breakdown

Account Termination Fee $0
Account Transfer Fee $0
Investment Expense Ratios 0.04% - 0.11%
Management Fee 0.05% - 0.3%
Annual Fee $30
Fee Based  
Monthly Fee $0 - $5
Accounts Supported
  • 529 College Savings Plans
  • Custodial Accounts
  • Employer Sponsored Plans
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Automatic Rebalancing  
Independent/Registered Investment Advisor  
Software Managed  

Vanguard Investment Advisor Community Reviews

 

Would you recommend Vanguard Investment Advisor to your friends?

Before we publish your vote:

Please explain your vote by sharing your experience.

Writing a review increases the credibility of your vote and helps your fellow users make a better-informed decision.

Please write a review to submit your vote
Cancel my vote
(will require moderator approval)

SUPERMONEY NET RECOMMENDATION SCORE

+63%

-100% 0% +100%
No one recommends Everyone recommends

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

sorted by

Other Investment Advisors

Betterment
Mostly recommended

5 Reviews

Blooom Investment Advisor
Rating not yet determined In our efforts to provide the community with the most accurate information, recommendation rating is not determined until a sufficient number of SuperMoney users cast their vote

1 Reviews