Vanguard Personal Advisor Services
GPTKB entity
Statements (24)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
financial advisory service
|
| gptkbp:advisorsAre |
CFP professionals
|
| gptkbp:assetsUnderManagement |
over $200 billion (as of 2023)
|
| gptkbp:fareControl |
0.30% annual advisory fee
|
| gptkbp:firstReleased |
2015
|
| gptkbp:headquartersLocation |
gptkb:Malvern,_Pennsylvania,_United_States
|
| https://www.w3.org/2000/01/rdf-schema#label |
Vanguard Personal Advisor Services
|
| gptkbp:minimumInvestment |
$50,000
|
| gptkbp:offeredBy |
gptkb:The_Vanguard_Group
|
| gptkbp:parentCompany |
gptkb:The_Vanguard_Group
|
| gptkbp:platform |
online
|
| gptkbp:provides |
retirement planning
tax optimization goal-based planning portfolio rebalancing |
| gptkbp:regulates |
gptkb:SEC
|
| gptkbp:serviceType |
investment management
hybrid robo-advisor personalized financial planning |
| gptkbp:targetAudience |
individual investors
|
| gptkbp:website |
https://investor.vanguard.com/advice/personal-advisor
|
| gptkbp:bfsParent |
gptkb:Digital_Wealth_Management
gptkb:Wealthfront |
| gptkbp:bfsLayer |
5
|