Lower Prices at Vanguard for Larger Clients

The firm has divvied services into three tiers based on Vanguard invested assets, Voyager class shareholders with $100,000 to $500,000 in assets in Vanguard investments will have access to a financial plan with a CFP for $250, and assorted other privileges which include a “dedicated service team,” exemption from account maintenance fees, and discounted equity commissions. Clients with $500,000 to $1,000,000 in Vanguard investments qualify for Voyager Select status and get an enhanced version of the above with a complimentary financial plan and deeper discounts on commissions. Investors with $1,000,000 and more in Vanguard products get the complimentary CFP financial plan and “anytime consultation with a CFP”, deeper equity trade commission discounts, access to certain closed Vanguard funds, and a “dedicated service associate.”