Vanguard Personal Advisor Vanguard Personal Advisor has a longer account setup process because you need a Vanguard account before you can access the robo-advisor tool.

Decide if it’s the right robo advisor to handle your investments.

Opening a Personal Advisor Account It’s easy to open an account online with Vanguard or with J.P. Morgan, but keep the hefty minimums of $50,000 and $25,000, respectively, in mind.

If you need a personal advisor, should you choose J.P. Morgan vs. Vanguard? Here's all you need to know about each to help figure out which is best for you.