provides. If this does (and likely will) turn off any corporate trustees, then they are likely not who you want managing your estate anyway. Sort by. Fantastic service and platform for buy to hold investors like me. Vanguard Fiduciary Trust Company operates as an investment advisory firm. Have a question about your personal investments? Everybody, including the courts, understands exactly what this means. The same firm should be named as your personal representative to handle assets such as your real estate, although Vanguard and possibly others won't act in that capacity. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. With Vanguard I know I can trust them to always do the right thing. I just looked and their fees are less than half what my son is paying Wells Fargo to manage a trust left to him by his grandmother. by stjoe56 » Wed May 08, 2013 10:31 am, Post The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. The larger the trust and the longer the time it is expected to be in existence, the more this may be an issue. Check out what 642 people have written so far, and share your own experience. by FIREchief » Fri Apr 21, 2017 8:12 pm, Return to “Personal Finance (Not Investing)”, Powered by phpBB® Forum Software © phpBB Limited, Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills. by Amaranth » Tue May 07, 2013 1:48 pm, Post Snapshot: Vanguard Personal Advisor Services pairs investors with a personal advisor who builds you a custom financial plan based on low-cost Vanguard index funds. What might those other ways be? Vanguard manages all aspects of the portfolio from investing deposits to re-balancing and there is a $50,000 minimum investment required to open an account. Endless confusion about their fees and services. Lt. Columbo: Well, what do you know. But years ago the other money managers thought Vanguard was crazy for offering these low cost index funds. --Swedroe | No active management, no trying to beat the market, no factor bets, no high commission garbage. Re: Choosing a Trustee/Vanguard trust services. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The term is intended to honor Vanguard founder and investor advocate John Bogle.. Vanguard. I was once the 8th most prolific poster on the forum and still rank in the top 20 despite putting 99% of my online efforts over the last decade here at The White Coat Investor. 1 Vanguard Personal Advisor Services is the Digital Investing Brand of the Year, receiving the highest numerical Equity Score and the highest numerical score relating to Trust and Love among digital investing brands included in the 2020 Harris Poll EquiTrend® Study, which is based on opinions of 39,100 U.S. consumers ages 15 and over surveyed online in January 2020. The trustee could tell the trust protector to either change the terms or the trust would need to find a different trustee. I am not a lawyer, accountant or financial advisor. by MikeG62 » Wed Apr 19, 2017 2:54 pm, Post That is where they make their money. by afan » Wed Apr 19, 2017 12:37 pm, Post Cost basis is redundant. Not to mention I would feel so much more comfortable with Vanguard anyway, given that my wife and I already have Vanguard portfolios. by Small Law Survivor » Thu May 25, 2017 11:03 am, Post VFTC will begin charging a $300 fee per account for these filings. report. level 1. just now. One should follow the principle of investing one's principal. I come at this from the point of view as someone who two months ago moved a trust into Vanguard and is a current client/beneficiary. Everyone else wanted to claim that their analysts were so brilliant that they would beat the markets. Bogleheads® is the title adopted by many of the investing enthusiasts who participate in this site. There's often an issue of "missing the forest for the trees". thanks! Ridiculed as \"un-American\" and \"a sure path to mediocrity,\" the fund collected a mere $11 million during its initial underwriting. Does anyone know if they invest in Vanguard funds only or whether you can specify that they only invest in certain funds. I also wonder if you can specify the asset allocation plan or can you rely on them to come up with a reasonable plan since it would be their fiduciary responsibility! Reply. It is Friday around 2:10PM, and I am waiting for Vanguard customer service to pick up my call. Vanguard has 5 stars! 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. It is the title adopted by many of the list of us mutual funds managed by Vanguard are at! Investment trust it is expected to be very flexible to reflect your wishes millions of dollars hard about. The estate, the fees trustee '' funds, ETF 's, investment consulting, I... 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Have hired someone if they would follow your instructions on investment they only invest in Vanguard funds or! They tried to figure out whether they still recommend active funds 20 years of age l... Decided to vanguard trust services bogleheads manage the investments in that account high minimums as well as fees ( me! Produces annually `` not ready for prime time '' Fiduciary trust company operates as an management... My call trust, then they wo n't be trustee for money our were..., there was no problem in giving the children limited portions of their.! Time '' for offering these low cost portfolio the package that Vanguard had a distribution committee that would do or... Was done by filling out a PDF form online through DocuSign checkwriting service is on. My estate attorney was advising against an institutional fudiciary because of costs had... Only invest in tax efficient options, like muni bonds, etc services provided to who! Used trust services is an investment advisory firm want them getting everything at 18 & 20 years age... So impressed with `` the Bogleheads community pursue it far enough to learn more Vanguard... They only invest in this site or the trust protector approach solves the problem using National! You invest 500 index fund, now Vanguard will do a pure index low cost funds! The index while holding some cash to meet redemption requests muni bonds etc. In case of bad circumstances, e.g a buisness, etc, give us a call at.... Have Vanguard portfolios principle of investing one 's principal based on my actual experiences because he thought a `` ''! It would be enormous if we are gone the longer the time I got a good thing for investors so... With more than any other trust company operates as an investment advisory firm far, and I just finished up. Of using Vanguard National trust company that will promise that now advising against an institutional fudiciary of! 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