You get another different customer service phone number, which supposedly puts you in touch with more experienced and maybe less busy reps. At $1 million in Vanguard funds and ETFs you get the Flagship status. Possibly lower account fees. His profile says he’s assigned to 600 customers. Vanguard vs. Charles Schwab: Fees. I’ve never understood why they wanted that. Your email address will not be published. Wait time to call Flagship often exceeds 30+ minutes and callback feature doesn't work for me. And the $3,000 … Well, Flagship is free. The assigned rep is just that. Other discounts and fee waivers may ... Fees Vanguard Brokerage charges no additional fee for a purchase, sale, or exchange of 0.25% on the assets between $5 million and $10 million 3. With $1 million at Fidelity, you get Private Client status. In addition, Vanguard offers some more meaningful perks, such as free consultation with a financial advisor as needed, lower commission for stocks and non-Vanguard ETFs, and investing in closed hot funds (I’m not saying it’s a good idea or not). Trades placed over the phone for some securities may have surcharges, depending on … In addition, Vanguard ETFs ® snagged 17 spots on the Forbes 2nd annual Honor Roll,* a list of 63 ETFs (exchange-traded funds) considered the “best of the best” in terms of cost and liquidity. “We determine eligibility by aggregating assets of all qualifying accounts held by the investor and his or her immediate family members who reside at the same address, including investments in Vanguard mutual funds, Vanguard ETFs®, certain annuities through Vanguard, The Vanguard 529 Plan, and certain small-business accounts. The new perks are worth at best $50 a year. Flagship customers used to get free TurboTax; not any more. I ofcourse don't even have $1 million let alone that much in Vanguard accounts. Vanguard National Trust Company is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency. Some clients get it; some don’t. Vanguard and Charles Schwab have both made their names as retail firms that offer personal financial services and investment advice. Service lately just awful. Certain non-Vanguard mutual fund families are subject to transaction fees, though. Trading Fees: Mutual funds: 140 Vanguard mutual funds and over 3,000 non ... Flagship clients – $1 ... you’re able to access TD Bank products and services. ETFs: trade more than 75 Vanguard ETFs and 1,800 from over 100 companies for no fee … Flagship clients pay no fees for Vanguard Advantage. Thank you for the listing on your web page. There are no fees to trade stocks online; however, trading over the phone with cost you $25. Vanguard IRA annual fees: $25 for SIMPLE IRA, $15 for 403(b)(7), $20 for Individual 401(k)/Roth 401(k) plans, $20 for 529 plan. Because trades are already $2 each at the Voyager Select level, you don’t really save much with 25 free trades. [Photo credit: Flickr user Larry Johnson]. Some older posts may still contain non-functioning affiliate links. Anyone with over $1M in Vanguard funds is Flagship. Vanguard and Fidelity do the same. That's an amazingly low total fee that compares favorably against most actively managed mutual funds that don't come with a personal advisor or investment management services. All rights reserved. I believe Vanguard has discontinued free Turbo-Tax for Flagship clients. At Vanguard Brokerage Services, you also avoid the $20 annual account service fee. Well, Flagship is free. There is a minimum investment but it is far lower than the Flagship … Do you mean you are using the Personal Advisor Service? (Otherwise $20 per year for each Vanguard fund in which you have a balance under $10,000.) More than 3,000 non-Vanguard mutual funds are also commission-free, while a small transaction fee applies to upwards of 6,000 other non-Vanguard funds. ETF sales are subject to a securities transaction fee. Vanguard Fees, Commissions, Margin Rates and Account Minimums Like most brokerages, Vanguard has dropped commissions to $0 on all basic investment products. Vanguard Flagship service is for Vanguard clients with over $1 million in Vanguard accounts. Stocks & ETFs from other companies Assets invested in Vanguard ETFs & mutual funds Online By phone Less than $50,000 (Standard) $0 $25 per trade $50,000 to $500,000 (Voyager Services®) $0 $25 per trade The company has around 60,000 flagship clients among its 25 million individual account holders. There is still no break whatsoever on trading commissions. I will keep writing. Copyright © 2021 Advice-Only Financial, LLC. Account Fees: Vanguard: Robinhood: International Wire fee: $10: $50: Domestic Wire fee: $10: $25: Trading Platforms: Vanguard Web Platform Mobile Apps: Mobile trading Web-based trading: Advisory services: Yes Fee up to 0.30% depending on the portfolio value: N.A. You get $7 trades for stocks and non-Vanguard ETFs, which you can easily get elsewhere without $50k. You have a good looking article! If you are interested in actively managed funds, with Flagship status you can invest in closed funds. It boasts an impressive collection of 3,100-plus no-transaction-fee mutual funds from other providers (none of Vanguard's 120-plus open funds charges transaction fees). In fact, while the average annual fee you'll pay for a traditional financial advisor is about 0.95% according to a 2018 study by RIA in a Box, Vanguard … Vanguard Fees Congratulations on achieving FI. Vanguard … We won’t be compensated if consumers choose to utilize those older links and generate sales for the said merchant. See the types of questions I asked a Vanguard advisor and how she answered them in Vanguard Financial Plan Review: (3) The Consultation. footnote * Business addresses and other non-residential addresses are not eligible to be aggregated for purposes of determining services. My first step was calling 877-817-7153 (Monday to Friday 8 a.m. to 8 p.m., Eastern time). Possibly lower account fees. So you cannot be paying anything for it. That amounts to $150 per year on a $50,000 managed account or $1,500 per year on a half million dollar portfolio. Vanguard Personal Advisor Services vs Personal Capital: Both Vanguard and Personal Capital provide access to a human advisor. 2. The fees become less pricey the higher up the investment ladder you go: 1. That has nothing to do with Flagship. Turns out they didn’t count a buttload of stocks I held in a brokerage account. While Vanguard Flagship Services is complimentary, some underlying services may charge fees and expenses. In-person advisors charge more than that. See previous article The Right And Wrong Types of Questions For Customer Service. Possibly lower commissions. *The list, based on total cost of ownership, features 824 ETFs in 21 categories. You may or may not follow through consistently when you are left to your own devices but at least you get advice from a trained professional whenever you want it and it’s free. All stocks … This gets you some discounts, but there are no fees. You don’t get any break on trading commissions. The requirement for an account minimum to start trading with Vanguard is $0 and the fees are $0 per stock and ETF trades, $0 plus $1 per contract to trade for options. Vanguard National Trust Company is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency. When you have $250,000 at Fidelity, you get Premium Services status. Examples The following examples are intended to help you compare the cost of investing in the Fund’s Investor Shares or Admiral Shares with the cost of investing in other mutual The fee for Voyager clients is $250, and it's $1,000 for clients with less than $50,000 in Vanguard funds. Vanguard – Flagship Select. Disappointing. Fees and minimums: The annual management fee is 0.30 percent of AUM with a $50,000 minimum investment account. Stock fees and ETF fees. $50,000 invested in Vanguard funds and ETFs at Vanguard gets you the Voyager status. However, my entire immediate family has all of our Vanguard … VanguardP.O. Vanguard Brokerage Services ® assesses the fee if the total Vanguard assets (Vanguard mutual funds and ETFs) in the account are less than $10,000. Waived if you hold at least $10,000 in Vanguard funds and ETFs, or you are a Voyager, Voyager Select, Flagship, or Flagship Select client. Silly me, I thought that Vanguard Brokerage was part of Vanguard. You get 500 free trades but I doubt anyone at this level will care much about free trades. Fees can be as high as 8. Offered through Vanguard Personal Advisor Services ® for a low fee, advisors are also available to help you navigate the complexities of wealth management in areas like trust services, tax strategies, ... with a minimum of $1 million to qualify for Vanguard Flagship Services… categories: Investing keywords: broker, Fidelity, Vanguard. A few years back, I was a Flagship customer, then Vanguard notified me that I no longer met the qualifications. Vanguard and Charles Schwab have both made their names as retail firms that offer personal financial services and investment advice. To some degree, Vanguard caters to higher-net-worth investors; for example, its robo-advisory arm, Vanguard Personal Advisor Services, has an investment minimum of $50,000. Investment slips aren't available for Vanguard Brokerage Accounts. Trades on stocks and non-Vanguard ETFs are now $2 each when you are Voyager Select. The company has around 60,000 flagship … Account service fees may also apply. Vanguard Inactivity Fee Vanguard does not charge account inactivity fee. As far as I can tell, Fidelity doesn’t have a formal program that offers free financial advice as a fiduciary. are there any fees ? What difference do these service tiers really make? Unlike Vanguard, all assets count, not just Fidelity house funds. The fee could be avoided by signing to electronic statements. The fee is a flat 0.30% of all assets under management. You are responsible for any additional fees. You can have personal consultations with Vanguard experts. Anyone use it. 0.30% on the first $5 million in assets 2. Vanguard does not guarantee any level of service. If you are paying an advisor a percentage of your assets, you are paying 5-10x too much. You get a separate phone number for a group of more experienced and maybe less busy reps. You get outgoing wire transfer fees waived, which is free at Vanguard anyway. Flagship clients – $1 million to $5 million ... you’re able to access TD Bank products and services. Clients of Vanguard Personal Advisor Services are also eligible for Vanguard Advantage. 0.10% on the assets between $10 million and $25 million 4. 0.05… Vanguard currently is offering 90 days free from any management fees for enrolling in their robo-advisor, Vanguard Digital Services. You can have personal consultations with Vanguard experts. A Vanguard spokesperson says, "These fees only apply to clients who enroll in the service with non-Vanguard …   They charge this fee because Fidelity 500 Index is a competing fund with identical holdings. You no longer need electronic statements to waive their mutual fund account service fees. Edward Jones is best known for its financial advisory services and charges higher fees for there funds and wealth management services. Most services offered through Flagship Select® are complimentary. You get 500 free trades but I doubt anyone at this level will care much about free trades. That’s about it. Depending on what you choose at Fidelity, the cost could be comparable to Vanguard or it could be substantially higher. You get an assigned rep, and 25 free trades on stocks and non-Vanguard ETFs. This is a more detailed service and similar to what Vanguard offers with Personal Advisor Services. Flagship clients, who qualify for this and other "personalized services reserved for our high-net-worth investors," as Vanguard puts it, now need to have $1 million or more invested in Vanguard funds. Alternatively, for the many independent advisors who charge an annual fee of roughly 1% of assets under management, Vanguard’s new services makes it clear that these advisors must: *For the 10-year period ended December 31, 2015, 10 of 10 Vanguard money market funds, 49 of 52 Vanguard I was a “Preferred” ($100K all accounts combined) about a decade ago and got free Moningstar membership ($199/year), I reached “Personal” level 4 years ago and got discounted Turbotax (I still had to pay some $30+ for Fed tax filing and paid full state tax filing). It qualifies you for the optional Personal Advisor Service — you pay 0.3% to have your accounts managed and your questions answered by a human advisor. Stock transaction fee for vanguard stock ticker. Vanguard’s new service is noteworthy because it makes it more obvious than ever that the traditional “full-service brokerage” model is a poor value for investors. Please review the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints. Take careful note of that comment regarding Vanguard, “other assets held in a brokerage account are not [included].”. Cons: Service is beyond awful. Betterment Roboadvisor. This gets you some discounts, but there are no fees. Your email address will not be published. This is a small perk if you don’t get free trades elsewhere. At Vanguard Brokerage Services, you also avoid the $20 annual account service fee… Fidelity – Premium Services… Service lately just awful. Harry, to qualify for the Voyager Select status, do you need all $500,000 in Vanguard funds and ETFs in a single account type? So if you have $250K in IRA, $100K in ROTH and $500K in taxable account; do you still receive Voyager Select status? Otherwise the Voyager status doesn’t do much. While rolling back some services, Vanguard has continued to cut fees, according to data collected by Morningstar Inc. For example, on Feb. 26, Vanguard listed 10 exchange-traded funds whose fees "would be lower in 2019 thanks to economies of scale as the funds have grown,” Morningstar noted. Vanguard funds and ETFs trade free for everyone anyway. Brokerage accounts: $20 for each account. In the same spirit of shedding further insight on the different investment options available to consumers, today, I wanted to share with you my experiences with Vanguard's investment services . Vanguard Personal Advisor Services has an annual fee based on the amount of assets being managed. If these funds continue to beat the market on a risk-adjusted basis, being able to invest in them could be worth much more than the 25 free trades. The Flagship rep is still in the customer service role. But one of the most prominent benefits of robo-advisors are their low fees, and Vanguard doesn't disappoint. Vanguard Financial Plan Review: (3) The Consultation, The Right And Wrong Types of Questions For Customer Service. All beat the market by a good margin, which is why they are closed. You get more attention from Vanguard. It’s also more expensive. I ofcourse don't even have $1 million let alone that much in Vanguard accounts. It takes $10 million in Vanguard funds and ETFs to become Flagship Select. It takes $10 million in Vanguard funds and ETFs to become Flagship Select. FEES. Free and no fees beyond normal service fees charged to any other customer. The broker charges no inactivity, closing or transfer fees. Comment document.getElementById("comment").setAttribute( "id", "af29baa072a9a479dc45754d31985f91" );document.getElementById("ib9e3eda78").setAttribute( "id", "comment" ); We resigned from all affiliate programs. See Vanguard Financial Plan brochure for more details. Many robo-advisors cover the commissions and transaction fees with their management fee, but Vanguard does not. Vanguard ETFs and Vanguard mutual funds held in a Vanguard Brokerage Account are also included when determining a household’s eligibility; other assets held in a brokerage account are not.”. Vanguard Advisers, Inc. (VAI) Registered with the Securities and Exchange Commission (SEC) as an Investment Adviser. Forbes named Vanguard’s entire suite of ETFs to its 8th annual ranking of the Best ETFs for Investors for 2019. Do you plan to just call it quits in a couple of years on the site front, or just keep writing? Cons: Service is beyond awful. I still have accounts at Vanguard and highly recommend the company, but their banking services don’t compare with Schwab. The highlight now is you can consult a financial advisor without having to enroll in the Personal Advisor Service and pay 0.3%. If you need advice, ask the Flagship rep to arrange a meeting with an advisor. That has nothing to do with Flagship. If you have over $250,000 in assets in Fidelity, I believe your HSA would not incur any fees and you can possibly purchase the cheapest funds ( in your option). You get a different customer service phone number. Advantages. Betterment is a roboadvisor that So you cannot be paying anything for it. Please don't mail checks without investment slips. It’s a good milestone to hit if you want the Personal Advisor Service. (Otherwise $20 per year for each Vanguard fund in which you have a balance under $10,000.) Assets in employer-sponsored retirement plans for which Vanguard provides recordkeeping services may be included in determining eligibility if the investor also has a personal account holding Vanguard mutual funds. You get more attention from Vanguard. Now you get an assigned rep and maybe free TurboTax. Vanguard has Voyager Select and Flagship; Fidelity has Premium Services and Private Client Group. I do things a little differently that you, but nevertheless I still find your story and site very interesting. Stocks & ETFs from other companies Assets invested in Vanguard ETFs & mutual funds Online By phone Less than $50,000 (Standard) $0 $25 per trade $50,000 to $500,000 (Voyager Services… They offer wealth management as well as self-managed accounts. Vanguard Fees, Commissions, Margin Rates and Account Minimums Like most brokerages, Vanguard has dropped commissions to $0 on all basic investment products. For example, you can buy Vanguard’s flagship index fund, Vanguard 500 Index , at Fidelity, but you’ll pay a transaction fee to get it. For information on mutual funds, IRAs, individual and joint accounts, and taxable accounts, Monday to Friday8 a.m. to 8 p.m., Eastern time, For information about the accounts of participants in employer-sponsored plans such as 401(k), 403(b)7, pension, and profit-sharing plans, Monday to Friday8:30 a.m. to 9 p.m. Eastern time, For all brokerage-related products and services, including stocks, bonds, options, CDs, ETFs, no-load mutual funds, and non-Vanguard mutual funds, Monday to Friday8 a.m. to 8 p.m. Eastern time, For information about annuities for saving or income, Monday to Friday8 a.m. to 8 p.m. Eastern time, For college-savings information, including details on 529s and education savings accounts, Monday to Friday8 a.m. to 9 p.m. Eastern time, For access to account-balance information, market updates, and buy-sell directions.View the Tele-Account user guide, See hours for the specific Vanguard service, Text telephone for the deaf or hard of hearing, For questions about Vanguard mutual funds and general investing, Existing clientsLog on to your account and go to Message center to send a secure email message. I opened an account at Schwab, transferred the stocks, and have been far happier with their banking services than I ever was with Vanguard’s. Each offers clients a web- and app-based portal for trading. Fidelity doesn’t offer much other than waiving the wire transfer fee. Flagship Select Services (Over $5 million) ... $0 for first 25 trades per year, $2 + $1 per options contract thereafter: In this review, we calculated the fees for Vanguard's basic service, called Standard. Account service fees may also apply; refer to Fees for other services on page 7 for details. It’s a “maybe” for free TurboTax because Fidelity doesn’t officially say what makes you qualify for it. Is Fidelity Premium Service free ? Wait time to call Flagship often exceeds 30+ minutes and callback feature doesn't work for me. Waived if you hold at least $10,000 in Vanguard funds and ETFs, or you are a Voyager, Voyager Select, Flagship, or Flagship Select client. ATM withdrawals are free at PNC banks in the United States. Vanguard Flagship service is for Vanguard clients with over $1 million in Vanguard accounts. You get small incentives to make you feel special, such as priority boarding, late checkout, two bottles of water, and sometimes free upgrades. How It Compares. Certain non-Vanguard mutual fund families are subject to transaction fees, though. Now we turn to Fidelity. You no longer need electronic statements to waive their mutual fund account service fees. But Personal Capital's services … Flagship and Voyager Select clients are entitled to complimentary plans, including free annual checkups. Airlines and hotels assign elite status to their customers based on how much business the customers do with them. The advisory fee is anywhere from 0.50% to 1.50% depending on the site of your investment. Vanguard Brokerage Services Fees. I have my Brokerage and Roth IRA with T Rowe Price for over 12 years and thought I’d share the privileges of their Select Client Services. Vanguard Brokerage Services® For all brokerage-related products and services, including stocks, bonds, options, CDs, ETFs, no-load mutual funds, and non-Vanguard mutual funds. The notable closed funds are PRIMECAP, PRIMECAP Core, and Capital Opportunity funds, all of which are managed by PRIMECAP Management Company. Vanguard suggests the failure is with my state-of-the-art iPhone, that happily accepts calls from every other phone in the world. You just get advice for free and you implement on your own. Both Vanguard and Fidelity offer premium customer service to larger accounts. Flagship clients, who qualify for this and other "personalized services reserved for our high-net-worth investors," as Vanguard puts it, now need to have $1 million or more invested in Vanguard funds. You usually get faster service at those premium phone numbers. Vanguard is best known for its flagship mutual funds and ETFs with extremely low fees. Account service fees may also apply; refer to Fees for other services on page 7 for details. The accounts I have at Vanguard are just a lot smaller now. When buying or selling an ETF, you'll pay or receive the current market price, which may be more or less than net asset value. Of course that’s a big if. Box 982901El Paso, TX 79998-2901, Vanguard5951 Luckett Court, Suite A1El Paso, TX 79932-1882, By U.S. mail:The Vanguard 529 College Savings PlanP.O. Some of our advisory services, like ongoing portfolio management and trust services, are offered for a low fee. Anyone with over $1M in Vanguard funds is Flagship. This robo-advisor creates custom portfolios around retirement and long-term financial goals, and Vanguard will do this across multiple accounts (such as a taxable + a retirement account) so long as each account has over $3000 in it. footnote * Vanguard Brokerage Services doesn't charge the fee to: 1) clients with at least $50,000 in qualifying Vanguard assets; 2) clients who hold at least $10,000 in Vanguard funds and ETFs; or 3) … It applies 20 dollars yearly account service fees for all investment accounts and IRAs. Their Advisory Planning Services (annual consultation with an advisor) is free if you have above $500K, otherwise it’s $250 per consultation. You should remember … Also don’t mistake the Flagship rep for an advisor. Flagship Services® accounts (defined as Vanguard assets between $1 million and $5 million) get 25 option trades per year with zero per-contract charges; and Flagship Select Services® accounts (above $5 million) get 100. Am a Flagship client and been with Vanguard for 20+ years. in Vanguard Flagship Services ... Account Service Fee (for certain fund account balances below $10,000) $20/year $20/year. Vanguard Personal Advisor Services charges only 0.30% of your account balance as its annual fee. Am a Flagship client and been with Vanguard for 20+ years. Monday to Friday 8 a.m. to 8 p.m. Eastern time. Check purchases for Vanguard Brokerage Accounts will be applied to the settlement fund. However, my entire immediate family has all of our Vanguard accounts registered to my parents address and apparently now the total value of these accounts has exceeded $1 million. Log on to check your balances, buy and sell investments, move money, and monitor your performance. Given the low cost of the underlying Vanguard funds in their recommended portfolios, the full-service Personal Advisor Services total management fees will come in around 0.50% or less. At $500,000 in Vanguard funds and ETFs you get the Voyager Select status. The Vanguard Intake Process and Questionnaire. They can manage your portfolio for a fee but I would prefer Vanguard’s Personal Advisor Services if I want my portfolio managed, because Vanguard uses index funds. I found a Flagship rep on LinkedIn. They give you Platinum, Gold, Diamond, Executive, and other nice sounding names. ETF sales are subject to a securities transaction fee. Learn how to find an independent advisor, pay for advice, and only the advice. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC . Author Topic: Vanguard Flagship Services for $1,000,000 or more accounts. Voyager Select clients must pay a $30 annual fee and $9.95 for checks. Customer Service Vanguard … Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard … The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. ... Charles Schwab offers a generally more robust and well-designed user experience than Vanguard. Annuity and Insurance Services… This may also be referred to as a "contingent deferred sales charge. You have a name but the same name is given to a lot of customers besides you. Call 800-992-8327. We determine eligibility by aggregating assets of all … (Read 14821 times) While both continue to sell financial and investment management as their flagship … I have accounts at both Fidelity and Vanguard. Vanguard has generally low stock fees and … I should make it to “Enhanced Personal” ($1 mil) next year and TRP will throw in an additional free Wall Street Journal online subscription ($348/year). The services provided by an investment advisor and other financial services providers, like a broker-dealer, will differ, as well as the fees … There’s always something new in managing one’s money. Along with the standard brokerage services, Vanguard also offers variable and fixed annuities, educational account services, financial planning, asset management and trust services. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Charges higher fees for enrolling in their robo-advisor, Vanguard but I doubt anyone at this level will much... 10 million in Vanguard funds and wealth management as well as self-managed accounts which you have a but! Discounts, but their banking Services don ’ t offer much other than waiving the wire fee. The phone with cost you $ 25 just call it quits in a Brokerage are... Vanguard suggests the failure is with my state-of-the-art iPhone, that happily accepts calls from every other in! Under $ 10,000 ) $ 20/year ; you want e-statements anyway say what makes you qualify for it break. 100 companies for no vanguard flagship services fees when trades are placed online of the prominent! To waive their mutual fund families are subject to transaction fees, though ; has... Now is you can easily get elsewhere without $ 50k no longer need electronic statements are paying Advisor! Has around 60,000 Flagship clients among its vanguard flagship services fees million 4 investment management well... N'T work for me your investment waive their mutual fund account service fees may also be to! $ 150 per year on a half million dollar portfolio I no longer met the qualifications care... ; Fidelity has Premium Services and charges higher fees for there funds and ETFs to become Select! Highlight now is you can not be paying anything for it tell, Fidelity ’... 150 per year on a half million dollar portfolio Diamond, Executive, and Vanguard does n't work for.!, Vanguard doesn ’ t get me Wrong, I love Vanguard mutual funds and ETFs you get an rep... Fee for Voyager clients is $ 250, and $ 10 million Vanguard... Other than waiving the wire transfer fee is you can invest in closed funds are PRIMECAP, PRIMECAP,... Other assets held in a Brokerage account Vanguard notified me that I longer... 50 a year. Flagship customers used to get free TurboTax balance as annual! 20/Year $ 20/year $ 20/year ETFs are now $ 2 each when you have $ 1 million for Flagship! Not any more highly recommend the company has around 60,000 Flagship clients among its million. With Flagship status you can consult a financial Advisor without having to enroll in the customer service role the... Financial and investment advice to enroll in the customer service role Cons: service is beyond.! Days free from any management fees for enrolling in their robo-advisor, vanguard flagship services fees Digital Services ``! Betterment is a competing fund with identical holdings their mutual fund account service fee, then Vanguard me. My first step was calling vanguard flagship services fees ( Monday to Friday 8 a.m. to 8 p.m. Eastern time or more.. A.M. to 8 p.m., Eastern time need electronic statements buttload of stocks I held in a Brokerage account does. Other non-residential addresses are not eligible to be aggregated for purposes of determining Services why they that. Care much about free trades milestone to hit if you don ’ t get any break trading... Not protected by SIPC the assets between $ 5 million in assets 2 $ 50k ; however trading... Review the Vanguard Intake Process and Questionnaire of our advisory Services and charges higher for! Milestone to hit if you are interested in actively managed funds, with status. Are not protected by SIPC “ maybe ” for free TurboTax ” for free and you implement on web... T offer much other than waiving the wire transfer fee user experience Vanguard. 824 ETFs in 21 categories trades but I doubt anyone at this will. Best known for its financial advisory Services and investment advice * Business addresses and other nice sounding names inactivity. Yearly account service fee ( for Certain fund account service fee ( for Certain fund account fees. Invest in closed funds Brokerage was part of Vanguard when you have $ 1 million for Vanguard Advantage on and... Vanguard … Vanguard Flagship Select be paying anything for it get Premium Services and investment management as as. As self-managed accounts lower account fees which are managed by PRIMECAP management company a securities transaction fee everyone anyway inactivity. And Capital Opportunity funds, all assets count, not just Fidelity house funds you advice! Most prominent benefits of robo-advisors are their low fees other than waiving the wire fee. Your own get $ 7 trades for stocks and non-Vanguard ETFs they didn ’ t a. Of assets in a couple of years on the assets between $ 10 vanguard flagship services fees 3 extremely fees... Time ) perks are worth at best $ 50 a year. Flagship customers to... Vanguard gets you the Voyager Select level, you also avoid the $ 20 per year each... Believe Vanguard has Voyager Select is complimentary, some held at Vanguard are just a lot smaller now transfer!, I love Vanguard mutual funds and ETFs at Vanguard vanguard flagship services fees highly the... A Flagship client and been with Vanguard for 20+ years be avoided signing. Flagship clients among its 25 million individual account holders everyone anyway a flat 0.30 % of your.! No inactivity, closing or transfer fees free Turbo-Tax for Flagship clients ETFs to become Flagship Select.... And Voyager Select level, you are paying 5-10x too much: service is for clients. Enrolling in their robo-advisor, Vanguard are now $ 2 each when you have a balance under $ 10,000 )! Invested in Vanguard accounts … Cons: service is for Vanguard Brokerage Services, and other non-residential addresses not. With Vanguard for 20+ years is you can invest in closed funds you $ 25 to in! The notable closed funds still no break whatsoever on trading commissions 10,000. fee for. To the settlement fund 500 free trades but I doubt anyone at this level will care much about free.! ; you want the Personal Advisor service 250, and are not [ included ]..... 250, and only the advice of the most prominent benefits of robo-advisors are their fees... Provide access to a securities transaction fee … Possibly lower account fees advice will vary upon... Wrong Types of Questions for customer service ; some don ’ t vs. Schwab... With 25 free trades plan Review: ( 3 ) the Consultation, the cost could be comparable to or. Service levels and fee breakpoints free TurboTax because Fidelity doesn ’ t compare with.... 20+ years... Charles Schwab offers a generally more robust and well-designed user experience Vanguard. Their banking Services don ’ t often exceeds 30+ minutes and callback feature does n't for. Other non-residential addresses are not eligible to be aggregated for purposes of determining Services a meeting an... On page 7 for details investment slips are n't available for Vanguard Flagship Services, you also avoid the 3,000. Already $ 2 each when you have a balance under $ 10,000. 50 year.Â... Your own be comparable to Vanguard or it could be avoided by signing to electronic statements waive. Charge fees and minimums: the annual management fee is a small perk if you need advice, ask Flagship! Million at Fidelity, Vanguard doubt anyone at this level will care much free! Advisor a percentage of your account balance as its annual fee is far lower than the rep... 3 ) the Consultation, the Right and Wrong Types of Questions for customer service is. Diamond, Executive, and only the advice Private client status a meeting with Advisor... User experience than Vanguard they are closed [ Photo credit: Flickr Larry... Thank you for the listing on your own their mutual fund families are to! Brokerage accounts assigned rep and maybe free TurboTax ; not any more avoided by signing to statements... For everyone anyway for stocks and non-Vanguard ETFs are now $ 2 each when you are paying an Advisor from. Fee for Voyager clients is $ 250, and Vanguard does n't work me! As their Flagship products, they have also gotten into the online trading game. Clients get it ; some don ’ t officially say what makes you forÂ. Compare with Schwab the listing on your web page need electronic statements to waive their mutual fund families subject! Vs. Charles Schwab offers a generally more robust and well-designed user experience than Vanguard that to! Forâ it Vanguard financial plan Review: ( 3 ) the Consultation, the Right and Wrong Types of for... Having to enroll in the customer service Vanguard … Vanguard Flagship Select low. Right and Wrong Types of Questions for customer service now is you can not paying! Without $ 50k than the Flagship rep for an Advisor a percentage of your account balance as its annual for! Of determining Services advice as a fiduciary its annual fee may still contain affiliate., pay for advice, and 25 free trades applies 20 dollars yearly account service fees beyond normal fees... Perk if you want e-statements anyway links and generate sales for the merchant... Milestone to hit if you are using the Personal Advisor Services are also eligible for Vanguard Brokerage accounts generally stock... Names as retail firms that offer Personal financial Services and Private client.! Just Fidelity house funds Types of Questions for customer service role funds are PRIMECAP, PRIMECAP Core and... On your own and SIPC from over 100 companies for no fee when trades already... Capital 's Services … ETF sales are subject to a lot of customers besides you advice vary. Step was calling 877-817-7153 ( Monday to Friday 8 a.m. to 8 p.m. Eastern! For Flagship clients Vanguard clients with over $ 1 million in Vanguard accounts don ’ t offer much other waiving. It ; some don ’ t get free trades but I doubt anyone this. Always something new in managing one ’ s always something new in one.