Talk of The Villages Florida - View Single Post - Any comments from users of Vanguard Personal Advisor, PA Select or Wealth management?
View Single Post
 
Old 07-06-2025, 04:25 PM
CB750 Rider CB750 Rider is offline
Junior Member
Join Date: Jul 2014
Location: LaBelle
Posts: 4
Thanks: 1
Thanked 0 Times in 0 Posts
Default

Quote:
Originally Posted by manaboutown View Post
While continuing to seek what best works for me I feel I should inquire of Vanguard what they offer as their fees are modest compared to other outfits. One thing really important to me is building a one on one relationship with a financial advisor. Another is being able to choose a particular advisor among a list after reviewing their credentials and interviewing them. Before I call Vanguard and inquire I would greatly appreciate receiving some comments, advice, admonitions and suggestions from those who use Vanguard advisors, have used them or chosen not to use them, and if so, why?

Thank you in advance for your sincere responses.
I am a new Vanguard customer, and for now I will stick with a 3 or 4 index fund portfolio (Boglehead style). I will be interested in seeing what others might say about Advisory Services.