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  • Wealth management | Vanguard
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    4 Vanguard Personal Advisor Select and Vanguard Personal Advisor Wealth Management charge fees based on a tiered fee schedule (maximum 0 30%) calculated as an average advisory fee on all advised assets Note that this fee doesn't include investment expense ratios
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    Jess Rickert is a family legacy specialist in Vanguard Personal Advisor Wealth Management™ where she specializes in bridging the communication gap between generations of family members Jess joined Vanguard in 2013 and previously served as a relationship manager, ensuring her clients' goals were reflected in all areas of wealth planning
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    1 For the 10-year period ended March 31, 2025, 6 of 6 Vanguard money market funds, 70 of 100 Vanguard bond funds, 21 of 23 Vanguard balanced funds, and 173 of 192 Vanguard stock funds—for a total of 270 of 321 Vanguard funds— outperformed their Lipper peer-group averages Results will vary for other time periods Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year
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