Vanguard Global Advisers, LLC
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Overview
Vanguard Global Advisers, LLC is an advisory firm that has its headquarters in Malvern, Pennsylvania. It oversees $337.5 billion in assets under management throughout 151 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). Vanguard Global Advisers, LLC has a large team, including 77 financial advisors. Vanguard Global Advisers, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, bonds and equities.
Vanguard Global Advisers, LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without requiring client approval. The firm oversees about $2.2 billion in assets for every customer account. The average advisor at Vanguard Global Advisers, LLC administers about two client accounts, placing it among the most personalized advisor firms in the country.
The firm's headquarters is at 100 Vanguard Boulevard, Malvern, Pennsylvania 19355.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vanguard Global Advisers, LLC by the Numbers
$337.5 billion
201
151
$2.2 billion
Fee Structure
A financial advisor's fees largely depend on which services the firm provides the client. However, fees charged by the firm typically consist of the following fee type: asset-based. Vanguard Global Advisers, LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Vanguard Global Advisers, LLC provides services to pooled investment vehicles. Out of its 151 accounts, Vanguard Global Advisers, LLC's biggest client type by number of accounts is pooled investment vehicles. About 100% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vanguard Global Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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