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Personal Capital

in Investment Advisors from Personal Capital

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Personal Capital

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in Investment Advisors from Personal Capital

SuperMoney Net Recommendation Score -13% Recommendation score measures the loyalty between a provider and a consumer. It's at +100% if everybody recommends the provider and at -100% when no one recommends.

Mostly not recommended

2 users recommend
3 users are unsure
3 users don't recommend
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Highlights
Highlights
Community Rating Mostly not recommended
Minimum Account $25,000
Management Fee 0.49% - 0.89%
Number of Reviews 8
PERSONAL CAPITAL Disclosure: Personal Capital Advisors Corporation is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Any reference to the advisory services refers to Personal Capital Advisors Corporation. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.? Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.
SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

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Message from Personal Capital

The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. That’s why we’re blending cutting edge technology with objective financial advice. We believe this is the best way to empower individuals and their money.

Other Services by Personal Capital

Feature Breakdown

Monthly Fee $0
Annual Fee $0
Account Transfer Fee $0
Account Termination Fee $0
Investment Expense Ratios Starting at 0.08%
Management Fee 0.49% - 0.89%
Fee Based  
Minimum Account $25,000
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

Personal Capital Community Reviews

 
 

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