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Vanguard + Personal Advisor Services - Financial Advisor in Malvern, PA

Paladin Research Report For:

Vanguard Personal Advisor Services

100 Vanguard Blv V26
Malvern, PA 19355
800-211-7806

General Information

Firm Start Year
  • 1995
Firm CRD#
  • 106715
Advisory Services Provided
  • Education Funding and Planning, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes

Firm Information

Firm's Number of Clients
  • >100000

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. VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.

BASIC INFORMATION NEEDED FOR THE INQUIRY