For households consolidating their first multi-asset plan.
Our most-selected plan for households consolidating multiple account types.
For households with complex, multi-generational, or cross-border planning needs.
| Feature | Core | Growth | Private Client |
|---|---|---|---|
| Minimum assets | $250,000 | $1,000,000 | $5,000,000 |
| Performance share (PIPS) | 20%–25% | 30%–35% | 40%–45% |
| Stocks, bonds, crypto & forex management | Stocks & bonds, capped crypto | Full four-asset-class | Full four-asset-class |
| Retirement income planning | — | Included | Included |
| HELOC strategy coordination | — | Included | Included |
| Review cadence | Annual | Semi-annual + on demand | Quarterly |
| Dedicated advisor | Team-based | Team-based | Dedicated |
Underlying funds carry their own expense ratios, disclosed in each fund's prospectus. We favor low-cost index vehicles for core exposure and disclose any built-in cost before you invest.
Yes. Fee tiers adjust automatically as your assets under management cross a threshold, reviewed quarterly.
No. Advisory agreements are cancellable with 30 days' written notice and no penalty.
Through regulated third-party custodians — Vanguard Affiliate never takes direct custody of client crypto or private keys.
Tell us what you're working with and we'll recommend a tier — no pressure to commit on the first call.
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