Janelle Mcdonald is a registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 4 years of industry experience. Janelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Janelle is an employee of The Vanguard Group, Inc. She also owns Resilience Wellness, LLC, a health, fitness, and life coaching business, and spends a few hours per week on marketing and client acquisition. Additionally, Janelle owns rental property and spends minimal time maintaining it.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
State Registrations2 states
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