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Do you use a Vanguard Flagship Service Advisor?
05-12-2015, 01:08 PM
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#1
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Recycles dryer sheets
Join Date: Mar 2007
Posts: 315
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Do you use a Vanguard Flagship Service Advisor?
What should I think about, be concerned about regarding using a Vanguard Flagship Service Advisor? How do you use your advisor?
__________________
"Retirement isn’t really a switch you flip at a certain age anymore," the Schwab report states. "It’s a financial state that allows for the flexibility to make work optional."
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05-12-2015, 01:47 PM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2007
Posts: 13,202
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I use mine as a higher quality customer service rep. If I have a question or issue, I call or email my flagship rep. I'm assuming they have more experience and are better trained than the regular reps. Whether they are really better, I don't know, but I've always been satisfied. I did the portfolio review once. I don't recall if that was with the flagship rep or if they got me to the expert with that.
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05-12-2015, 06:06 PM
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#3
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,264
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+1 on using mine as a CSR on steroids....my guy seems pretty knowledgeable. I usually talk with him once or twice a year.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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05-12-2015, 06:28 PM
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#4
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Confused about dryer sheets
Join Date: Apr 2015
Location: East coast
Posts: 8
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Our Flagship advisor is pretty helpful. As we navigate through our retirement options, our advisor pulls together the appropriate specialist(s), like CFP, etc.
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05-13-2015, 06:55 PM
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#5
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Recycles dryer sheets
Join Date: May 2008
Location: Treasure Coast
Posts: 472
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The Flagship Advisor before the one I have now couldn't do anything for me about one of Vanguard's idiotic policies. He never (nor has my current one) reached out to me. This even though I have at least $4 million there (used to be $10, but moved most). So, I would say they are pretty worthless.
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05-13-2015, 10:07 PM
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#6
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Moderator
Join Date: Jul 2010
Posts: 7,925
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I have found our Flagship advisor to be helpful and knowledgeable, and he arranges referrals to Vanguard's specialist advisors when appropriate (such as transferring an IRA I inherited when my mother died last year). I don't call on him often (once or twice a year) but when I do he often suggests something useful that wasn't the specific reason for the call.
__________________
"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute." William Feather
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ER'd Oct. 2010 at 53. Life is good.
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05-14-2015, 04:07 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,204
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+2. I email my Flagship rep about once a year, we've never spoken live. I don't use him for investment advice in any way if that's what the OP is asking (not clear)...
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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05-14-2015, 07:06 AM
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#8
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Full time employment: Posting here.
Join Date: Nov 2008
Posts: 728
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A Vanguard flagship representative is NOT a financial advisor. I do get a lot of help, setting up trusts, rearranging my internet page, sending me to specialists and am happy with their service. They don't try to sell you anytihing, but will facilitate any and all questions about their services. I've moved money from Fidelity because their advisor was always trying to sell me something....an annuity.....manage my money, placing my nestegg in expensive managed funds, etc.......so my larger account is with Vanguard....a smaller account with Fidelity.
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05-14-2015, 07:16 AM
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#9
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Full time employment: Posting here.
Join Date: Mar 2008
Posts: 968
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My mother-who also has some funds at Vanguard-was concerned about not receiving quarterly statement, and reallocation. I called my rep to see what the process was to help her do the reallocation. He immediately offered to set up a time that was convenient with her to help us facilitate that-even though she does not have enough funds for Vanguard rep service. I too, have found my rep to be helpful when needed.
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