Ask Terry Questions Personal advisor services — worth the fee?

Personal advisor services — worth the fee?

By Terry Savage on September 22, 2021 | Investments

Hi, Terry. On WGN this morning a viewer asked if Vanguard’s Personal Advisor Service was worth the .03% fee, and you didn’t directly answer that part of their question. We also invest with Vanguard and would like to know if you think this service/fee is worth it. The service means Vanguard manages all of your investments to meet your goals so you don’t have to worry about it. It’s only available for investors with a nice-sized portfolio. Thanks for any info.

Terry Says

It all depends on how much you like –and feel confident — making your own investment decisions. The fee is at the very low range of investment fees!

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