Vanguard Advisers Inc
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About this Advisor
Sally Schroeder is a certified financial planner who works out of Charlotte, North Carolina, who has been in the industry for 10 years. Schroeder is an advisor for Vanguard Advisers Inc. Their career trajectory has included roles at Jiangxi Science And Technology Normal University, Blacklion and The Vanguard Group, Inc. Schroeder has a Series 63 license, designating them as a securities agent, and is able to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a registered investment business operating out of Charlotte, North Carolina. It has offices in three locations and a total of 878 people on staff. It controls $151 billion in assets between its 661,667 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 583 charitable organizations. Of its 661,667 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Vanguard Advisers Inc performs a number 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 usually vary depending on the type of services. However, fees billed by Vanguard Advisers Inc likely are comprised 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
Sally Schroeder Work History
Sally has 10 years of experience.
The Vanguard Group, Inc
Jiangxi Science And Technology Normal University
Sally Schroeder has no disclosures.
Please visit their SEC profile for more details.