In this blog post, we will give a high level introduction of VPAS.
VPAS offers a managed portfolio of (Vanguard) funds and ETFs, this is nothing special, but its inclusion of a FREE access to someone with a CFP certification is unique.
VPAS includes an upfront financial plan, ongoing updates whenever needed as your life changes, access to a CFP advisor via email, a phone call, or a video conference, plus an annual review.
It's pricing is revolutionizing the financial advisory industry.
Unlike the tyical 1% AUM fee, VPAS' cost is a flat 0.3% AUM fee, with a minimum $100,000 account balance to start with (a change from Vanguard' existing Vanguard Asset Management Services offering which has a $500,000 minimum and a 0.7% fee). There are indications that VPAS may even drop the minimum to $50,000 and advertise publicly soon.
VPAS offers a managed portfolio of (Vanguard) funds and ETFs, this is nothing special, but its inclusion of a FREE access to someone with a CFP certification is unique.
VPAS includes an upfront financial plan, ongoing updates whenever needed as your life changes, access to a CFP advisor via email, a phone call, or a video conference, plus an annual review.
It's pricing is revolutionizing the financial advisory industry.
Unlike the tyical 1% AUM fee, VPAS' cost is a flat 0.3% AUM fee, with a minimum $100,000 account balance to start with (a change from Vanguard' existing Vanguard Asset Management Services offering which has a $500,000 minimum and a 0.7% fee). There are indications that VPAS may even drop the minimum to $50,000 and advertise publicly soon.
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