Vanguard Advisers Inc
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About this Advisor
Matthew Fleming is a certified financial planner operating out of Charlotte, North Carolina, with 12 years of work experience. Fleming is currently employed by Vanguard Advisers Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc and Vanguard Advisors, Inc. Fleming holds a Series 63 license, designating them as a securities representative, and is approved to work in Alabama, Arizona, Louisiana, Michigan, Montana, Nevada, Pennsylvania, Rhode Island, Texas and North Carolina. Vanguard Advisers Inc is a financial advisory company based in Charlotte, North Carolina. The company has offices in three locations and a total of 878 financial advisors. It has $151 billion in assets between its 661,667 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. The company offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Vanguard Advisers Inc may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Fleming Work History
Matthew has 12 years of experience.
Vanguard Advisors, Inc
The Vanguard Group, Inc
Matthew Fleming has no disclosures.
Please visit their SEC profile for more details.