wiseradvisor

Vanguard Personal Advisor Services

Tel: (800) 211-7806
Corporate Office:
100 Vanguard Blv V26
Malvern, PA 19355
Advisors assist investors nationwide
Vanguard Personal Advisor Services | Financial Advisor in Malvern ,PA


About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.


General Information

Firm Start Year:   1995
Name of Broker/Dealer:  


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, Video Conference


Firm Information

Firm's Number of Clients:   >100000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes


Compensation and Fees

Fee Structure:   Fee-Based



Disclosures

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

My Services

Portfolio Management

An advisor can help you create a custom-tailored plan to manage your portfolio and then put it into action. If you have questions about staying on track, rebalancing, or getting through market turbulence, Vanguard Personal Advisor Services could be right for you.


Retirement Planning

You want to make the best decisions when it comes to retirement. On the other hand, you don't want to waste hard-earned money padding someone else's pocket. Our advice service brings you both powerful technology and human interaction whenever you need it. At costs among the lowest in the industry. Win-win.


401K Rollovers

When you left your old job, did you leave your retirement savings behind? An advisor can discuss rollover options with you.


Tax Planning & Mitigation

Taxes come right out of our returns. Our advisors can provide you with tax efficient investment strategies.


Education Funding & Planning

This fall, millions of American students will enter college for the first time. For many of them, their college journey began when loved ones started planning and saving to make the college dream a reality. Like you, these families had lots of questions along the way. And that's why we're here to help you get started with your college planning.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 PM - 8:00 PM
wiseradvisor-balck-li-img Tue. 8:00 PM - 8:00 PM
wiseradvisor-balck-li-img Wed. 8:00 PM - 8:00 PM
wiseradvisor-balck-li-img Thu. 8:00 PM - 8:00 PM
wiseradvisor-balck-li-img Fri. 8:00 PM - 8:00 PM

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