Vanguard introduces a low-cost advice service to more investors
Should I prioritize saving for my child’s college education over my retirement? What is the best mix of investments to reach my retirement savings goal? How can I ensure that my savings last through my retirement years?
These are just a few of the questions that clients of Vanguard Personal Advisor Services® are asking their financial advisors. The new service is available to clients with $50,000 or more in assets. Personal Advisor offers the opportunity to partner with a financial advisor to develop and implement a personalized, goals-based investment plan.
“Personal Advisor now makes comprehensive financial advice more accessible and affordable to investors who need help,” said Karin Risi, head of Vanguard Retail Services. Vanguard Advice Services has been providing financial planning and wealth management services for nearly 20 years to Vanguard clients with $500,000 or more.
My Comments: Really like this approach – looking into moving wholeheartedly to Vanguard.