Vanguard Situational Advisor, offered through Vanguard Advisers, Inc., provides a one-time financial wellness evaluation with a Vanguard Advisor. This includes investment strategies for retirement accounts based on personalized financial plans, advice for navigating life events, and information on specific investment topics. Clients provide information about their financial situation, and Vanguard creates a financial plan with asset allocation and investment recommendations. Clients are responsible for implementing transactions and rebalancing their accounts.
Assets Under Management$300B
Clients817,328
Advisors2,210
Avg. per Client$370K
Avg. per Advisor$140M
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
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Location
2,210 Advisors at this firm
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