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. You no longer need electronic statements to waive their mutual fund account service fees. Vanguard – Flagship Select. Vanguard has Voyager Select and Flagship; Fidelity has Premium Services and Private Client Group. Vanguard Personal Advisor Services charges only 0.30% of your account balance as its annual fee. 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. 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). Harry, to qualify for the Voyager Select status, do you need all $500,000 in Vanguard funds and ETFs in a single account type? Vanguard has generally low stock fees and … Vanguard Flagship service is for Vanguard clients with over $1 million in Vanguard accounts. His profile says he’s assigned to 600 customers. There is a minimum investment but it is far lower than the Flagship minimum. The Flagship rep is still in the customer service role. They offer wealth management as well as self-managed accounts. You get an assigned rep, and 25 free trades on stocks and non-Vanguard ETFs. 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. (Otherwise $20 per year for each Vanguard fund in which you have a balance under $10,000.) We won’t be compensated if consumers choose to utilize those older links and generate sales for the said merchant. Thank you for the listing on your web page. VanguardP.O. 0.30% on the first $5 million in assets 2. 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. Congratulations on achieving FI. 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. 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. 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). Well, Flagship is free. Am a Flagship client and been with Vanguard for 20+ years. 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. 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. Some of our advisory services, like ongoing portfolio management and trust services, are offered for a low fee. Fidelity doesn’t offer much other than waiving the wire transfer fee. I ofcourse don't even have $1 million let alone that much in Vanguard accounts. footnote * Business addresses and other non-residential addresses are not eligible to be aggregated for purposes of determining services. At Vanguard Brokerage Services, you also avoid the $20 annual account service fee… Flagship clients pay no fees for Vanguard Advantage. 2. Learn how to find an independent advisor, pay for advice, and only the advice. Am a Flagship client and been with Vanguard for 20+ years. The fee for Voyager clients is $250, and it's $1,000 for clients with less than $50,000 in Vanguard funds. 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. 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. Also don’t mistake the Flagship rep for an advisor. Fees and minimums: The annual management fee is 0.30 percent of AUM with a $50,000 minimum investment account. While both continue to sell financial and investment management as their flagship products, they have also gotten into the online trading platform game. You have a name but the same name is given to a lot of customers besides you. I ofcourse don't even have $1 million let alone that much in Vanguard accounts. You get a different customer service phone number. There is a minimum investment but it is far lower than the Flagship … The fee could be avoided by signing to electronic statements. Fidelity – Premium Services… Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Voyager Select clients must pay a $30 annual fee and $9.95 for checks. Clients of Vanguard Personal Advisor Services are also eligible for Vanguard Advantage. You don’t get any break on trading commissions. 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. That has nothing to do with Flagship. How It Compares. You should remember … ETF sales are subject to a securities transaction fee. 0.05… It applies 20 dollars yearly account service fees for all investment accounts and IRAs. Because trades are already $2 each at the Voyager Select level, you don’t really save much with 25 free trades. The fee is a flat 0.30% of all assets under management. All rights reserved. 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. Vanguard Fees, Commissions, Margin Rates and Account Minimums Like most brokerages, Vanguard has dropped commissions to $0 on all basic investment products. Possibly lower commissions. But one of the most prominent benefits of robo-advisors are their low fees, and Vanguard doesn't disappoint. Silly me, I thought that Vanguard Brokerage was part of Vanguard. 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