You’ll then be invited to schedule a quick free consultation with a Personal Capital advisor. Personal Capital Advisors Corporation is a Minnesota Business Corporation (Foreign) filed on November 3, 2020. As a Personal Capital client, you can turn to personable human advisors whenever you need guidance — without paying north of 1% AUM for their help — and let the platform’s investing algorithms do the rest of the work. To compensate for market movements, Personal Capital periodically rebalances client portfolios when asset allocations or individual securities holdings stray too far from their targets. While we do our best to keep these updated, numbers stated on this site may differ from actual numbers. The company's filing status is listed as Active / In Good Standing and its File Number is 1190550900029 . Personal Capital has two main verticals: a host of free financial tools and several tiers of wealth management services. Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics related to the number of people who link investable assets to the Dashboard during a given time period. See all 10 articles Getting Started. All Personal Capital wealth management clients have access to The Financial Roadmap, a personalized financial planning tool that generates a prioritized list of 19 planning topics – like estate planning and employer plan analysis – based on each client’s data. Headquarters. Shah earned his B.A. Personal Capital monitors your transactions and can send you a Daily Transaction Monitor email that lists everything it has seen that day. Founded in 2009, Personal Capital is the pioneer hybrid robo-advisor to help democratize access to affordable financial wealth management services. Collectively, the free financial tools are a steal. Thanks!”, We manage over $1B in socially responsible assets for clients in the U.S. All visuals are illustrative only. What’s your favorite platform? If you’re looking for a new investing partner, or simply want to engage in DIY financial planning with some unique financial tools, Personal Capital is worth a closer look. Though this tool is useful, it’s a not-so-subtle pitch for Personal Capital’s wealth management services, which put your recommended target allocation into practice. When he's not investigating time- and money-saving strategies for Money Crashers readers, you can find him exploring his favorite trails or sampling a new cuisine. See why 218,388 people subscribe to our newsletter. A client with $12 million under management pays 0.79% on the first $3 million, 0.69% on the next $2 million, 0.59% on the next $5 million, and 0.49% on the final $2 million. Personal Capital Advisors Corporation calls itself a “whole new way to manage your money.” Many may take that to mean that it is a robo-advisor.But the firm is actually a human advisory with a tech side, which is to say that in addition to services offered by traditional firms, Personal Capital … Headquarters. This tool is a financial snapshot of the past 30 days – what’s coming in, what’s going out, and what you need to do to stay on track. Rather than reviewing your statement at the … They’re not necessarily a package deal; plenty of Personal Capital users avail themselves of the free financial tools without pulling the trigger on wealth management, and it’s fair to bet that some wealth management clients don’t really use Personal Capital’s free stuff. We strive to write accurate and genuine reviews and articles, and all views and opinions expressed are solely those of the authors. Personal Capital is one of the hottest financial technology products on the market. But the firm is actually a human advisory with a tech side, which is to say that in addition to services offered by traditional firms, Personal Capital offers online portfolio management as well as free financial tools through its app. The CEO of Personal Capital, Bill Harris, often speaks of the software as “holistic” and “big picture.” The idea behind Personal Capital is to give you … Advertiser Disclosure: The credit card and banking offers that appear on this site are from credit card companies and banks from which MoneyCrashers.com receives compensation. Personal Capital Corporation is located in Redwood City, CA, United States and is part of the Investment Firms Industry. There are 16 companies that go by the name of Personal Capital Advisors Corporation. There’s no obligation to move forward after this meeting; if you don’t like what you hear, you can move on without paying anything out of pocket. Personal Capital Advisors Corporation is a national financial advisory firm headquartered in San Francisco, CA. This tool lets you review your current level of risk and receive personalized allocation recommendations to reduce or optimize that risk. Personal Capital’s free financial tools are designed to illuminate your day-to-day and month-to-month cash flow, provide a clear snapshot of your assets and liabilities, and make it easier to create and stick to a realistic personal budget. Additional information about PCAC is contained in Form ADV Part 2A. The company's filing status is listed as Incorporated and its File Number is F21011127. For clients with less than $1 million under management, the annual management fee is 0.89%. Personal Capital was recognized as one of the leading disruptive companies across any industry: we were ranked number 17 among all tech companies … For best results, link all of your financial accounts, including deposit accounts, investment accounts, and credit cards. Consider these disadvantages before opening a Personal Capital account. Once all your accounts are connected, Personal Capital’s financial tools provide a complete picture of your near-term, medium-term, and long-term finances. Personal Capital built its wealth management services on the principles of modern portfolio theory (MPT), a famous investment ideology developed by Nobel Prize-winning economist Dr. Harry Markowitz. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Just remember that the real proof is in the pudding – or, in this case, the performance. Your account dashboard is the hub of your Personal Capital account and the main gateway to the company’s free financial tools. Through your account dashboard, you can view your: The net worth tool synthesizes information from your linked bank accounts, investment accounts, credit cards, and loans to deliver a quick snapshot of your net worth – the difference between the value of your household’s assets and liabilities. Here’s how the platform works, how to use its key features, and the advantages and drawbacks to consider. Your advisors will be available during business hours to discuss your portfolio, goals, changes to your financial outlook, and other issues. All of the services I've just described are completely free, but Personal Capital does offer an optional asset management service. Personal Capital aims to change that. You can also play with various target allocations aligned with your risk tolerance, compare the to-date and projected performance of your current portfolio against different market benchmarks, and back-check your portfolio’s performance against your recommended target allocation. Personal Capital Advisors Corporation calls itself a “whole new way to manage your money.” Many may take that to mean that it is a robo-advisor. Among my favorites is Personal Capital, a hybrid financial planning and wealth management platform that blends the high-touch service of human financial advisors and certified financial planners (CFPs) with the efficiency and budget-friendly cost structure of robo-advisors. The tool nudges clients to discuss high-priority topics with their advisors, reorders topic priority over time as clients’ needs evolve, and offers timely advice around smart money management moves like paying down debt or building an emergency fund. Everything in one place, easy to use. For clients with more than $1 million under management, the management fee structure is as follows: For example, a client with $500,000 under management pays 0.89% on the entire amount. Personal Capital’s wealth management vertical has three distinct tiers. Clients at the … Here’s why you might want to plan and invest with Personal Capital. How you use Personal Capital is up to you. Registration does not imply a certain level of skill or training. Financial Services. Past performance is not indicative of future returns. Personal Capital consists of two main services: free financial tools and investment management services. Is your portfolio working as hard as it could be? Impress your family and friends by making them something they’ll cherish for years. Personal Capital is being bought by Empower Retirement for $825 million upfront, plus $175 million if growth goals are reached over two years. If you want to access Personal Capital’s tools on your mobile device, you can download the free mobile app, though the website works quite well on small screens too. Editorial Note: The editorial content on this page is not provided by any bank, credit card issuer, airline, or hotel chain, and has not been reviewed, approved, or otherwise endorsed by any of these entities. Create Budgets, track your spending and save for the future. Featured individuals are actors or paid spokespeople and not clients of PCAC. Create a realistic monthly budget that incorporates recurring expenses, non-recurring expenses, Plan and prepare financially for other major life events, such as buying a house and saving for your kids’ college education, Top portfolio holdings by percentage of your total invested assets, Bank and credit card account balances and transactions, A “retirement readiness” feature that assesses your current financial preparedness for retirement based on your stated retirement date, A calculator that accounts for major income events (such as, A Monte Carlo analysis of the long-term implications of your current spending and saving patterns, Alternatives (a catch-all category that includes. Personal Capital Advisors Corporation is a national financial advisory firm headquartered in San Francisco, CA. By all means use Personal Capital’s online tracker–after twenty-five years of closely tracking my finances it’s the best one I’ve ever found–but don’t buy into their sales hype. PCC is a wholly owned subsidiary of Empower Holdings, LLC. “… Personal Capital is the tool to beat.”, Deepak Chopra™ MD, Founder, Chopra Global, “I feel much more confident in my financial future... By linking my accounts I can see my cash, investments, credit cards, and loans all in one place.”, “Love Personal Capital, use it to track expenses, bank accounts and investments. Do you have any experience with technology-driven financial planning and wealth management? Brian Martucci writes about credit cards, banking, insurance, travel, and more. Our money management tools can help you meet your day-to-day goals. We use multiple layers of security, in every component of our systems, to keep your accounts and your money safe, and your information private. Here’s the lowdown on which of these papers you need to keep, how long you need to keep them, and the best way to keep them safe and organized. Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital… 3 Lagoon Dr Ste 200. Who is UMB Bank? Personal Capital’s fee analyzer tool includes a calculator that adds up the fees charged on your current investments, including management fees, custodial fees, transaction fees, commissions, and expense ratios on mutual funds. It also uses sophisticated tax-loss harvesting techniques – selling underperforming stocks to reduce taxable gains without adversely affecting the portfolio’s overall performance – and avoids investing in mutual funds, which can be less tax-efficient than stocks or ETFs. To qualify for Personal Capital’s investment management services, you must have at least $100,000 in liquid, investable assets, such as cash and securities, to place under management with Personal Capital. You can use this information to make projections about the total impact of these fees over time. The company has grown by leaps and bounds and has over $12 billion in assets under management. Personal Capital is an excellent robo advisor for its target audience of high net worth investors. Personal Capital offers a personalized socially responsible investment strategy, so you can invest in companies that align with your values. Personal Capital Corporation has 5 total employees across all of its … Personal Capital consists of two main services: free financial tools and investment management services. What is Personal Capital Cash™? By Jeff Kauflin Forbes Staff Dec 19, 2019 Multi Location Business Find locations. Financial planning and wealth management used to be complicated and costly. One of the questions that often comes up is how does Personal Capital … The company's filing status is listed as Incorporated and its File Number is F21011127. 3 Lagoon Dr Ste 200. He started by clicking on this button and getting our free tools. We may have financial relationships with some of the companies mentioned on this website. The Personal Capital referral bonus varies between a $20-$50 Amazon Gift Card for both parties, depending on the user. But when stacked up against the more accessible robo advisors on the market, it struggles. Personal Capital Advisors Corporation. Personal Capital Advisors Corporation. Personal Capital's wealth management service is aimed toward people with at least $100,000 in investment assets. Based on your discussions with your advisor, your wealth management tier, and your long-term financial picture, Personal Capital develops a personalized portfolio for you. Like many investment managers, Personal Capital’s wealth management team charges clients based on the value of their assets under management (AUM). Can I Have Both an Individual Account and a Joint Personal Capital Cash Account? Personal Capital Corporation is located in Redwood City, CA, United States and is part of the Investment Firms Industry. Personal Capital Advisors Corporation, registered in 2011, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 164 advisors. Personal Capital Advisors Corporation is a Minnesota Business Corporation (Foreign) filed on November 3, 2020. Personal Capital Corporation is a Maryland Foreign Corporation filed on October 13, 2020. Personal Capital is an automated investment service that targets the mass-affluent and those with a minimum of $25,000 of investable assets. It starts with a free, objective, no obligation portfolio review. Your tier is determined by your investable asset reserve: Investment Service ($100,000 to $200,000 in Investable Assets). Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood Shores, CA with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA. Set monthly budget targets and category-based spending limits, then use Personal Capital’s powerful analytics to find opportunities to save even more. Founded in 2009, the goal of Personal Capital was to provide a blend of cutting-edge technology with objective financial … First, you’ll create a password-protected account, if you haven’t done so already, and provide some basic personal information. Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's free Financial Dashboard (“Dashboard”). Advisory services are offered for a fee by Personal Capital Advisors Corporation ("PCAC"), a registered investment adviser with the Securities and Exchange Commission. Plan for retirement, save for college, and think ahead. Founded in 2009, the goal of Personal Capital was to provide a blend of cutting-edge technology with objective financial advice, including retirement and budgeting tools. What are the Program Banks for Personal Capital … Store receipts, bills, bank statements, tax documents, pay stubs — how long should you keep these financial documents? Read Full Disclosures ». Your tier is determined by your investable asset reserve: No matter your tier, all Personal Capital advisors act as sworn fiduciaries, meaning they’re bound by oath to act in your best financial interests. Financial Services. That it’s so versatile — and priced so fairly, relative to traditional investment managers — is clearly a good thing. After you link all your accounts, you can track your true net worth, and use it to make better decisions about spending and planning. To get started, you’ll provide some basic personal information and create a password. These companies are located in Boise ID, Centennial CO, Columbus OH, Dallas TX, Dover DE, Lawrenceville GA, New York NY, Olympia WA, Phoenix AZ, Redwood City CA, Sacramento CA, and San Carlos CA. Personal Capital offers one of the most comprehensive pictures of your financial situation, a more complete picture than some other sites like Mint.com are able to offer. Personal Capital Advisors Corporation. If you care about the impact your investments may have on the world, look into Personal Capital’s socially responsible investing option, which you can read more about in this whitepaper. It includes: This tool helps you estimate your family’s future higher education costs, whether your last kid is about to ship off to college or your oldest is still in diapers. These days, technology-driven tools and services allow for a more streamlined experience. Personal Capital Advisors Corporation … This compensation may impact how and where products appear on this site, including, for example, the order in which they appear on category pages. Personal Capital’s free financial tools are designed to illuminate your day-to-day and month-to-month cash flow, provide a clear snapshot of your assets and liabilities, and make it easier to create and stick to a realistic personal budget. Compare your portfolio’s allocation to the recommended target allocation and see how well your investments are doing with Investment Checkup. Investing involves risk. How do I get interest paid out for my Personal Capital Cash account? The investment checkup tool pits your current portfolio against the ideal portfolio for your financial goals and risk tolerance. Among other things, we may receive free products, services, and/or monetary compensation in exchange for featured placement of sponsored products or services. There are 10 companies that go by the name of Personal Capital Corporation. The content on MoneyCrashers.com is for informational and educational purposes only and should not be construed as professional financial advice. You can compare your net worth to other households in your age group or income bracket. in Business … Personal Capital Corporation has 5 total employees across all of its locations and generates $2.75 million in sales (USD). Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. All product names, logos, and brands are property of their respective owners. 13 Best Cash-Back Credit Cards – Reviews & Comparison, 8 Best Low APR Interest Credit Cards – Reviews & Comparison, 18 Best Travel Rewards Credit Cards – Reviews & Comparison, 15 Best Hotel Rewards Credit Cards – Reviews & Comparison, 11 Best Gas Credit Cards – Reviews & Comparison, 12 Best Credit Cards for College Students – Reviews & Comparison, 22 Best Small Business Credit Cards – Reviews & Comparison, 10 Best Secured Credit Cards to Rebuild Credit – Reviews & Comparison. Personal Capital offers a personalized socially responsible investment strategy, so you can invest in companies that align with your values. References to products, offers, and rates from third party sites often change. We stay on top of security vulnerabilities and keep up-to-date with best practices. There are 10 companies that go by the name of Personal Capital Corporation. You can use them to: Read on for more information about each Personal Capital financial tool. Personal Capital’s wealth management fees are straightforward – a major selling point compared with traditional wealth management options, which are often intentionally complex. If your financial picture includes multiple investment accounts, and a variety of other accounts, Personal Capital can help you manage everything, since it is more than a budgeting app; it’s a true money management app. Get a real-time view and easily track and manage your entire financial life with our award-winning Dashboard. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, PCAC will not pay increased management fees or other similar compensation to Author, PCC, or PCAC as a result of this arrangement. The company's filing status is listed as Active / In Good Standing and its File Number is 1190550900029. DIY gifts are special and unique, and done right, they can save you money. Personal Capital Corporation is a Maryland Foreign Corporation filed on October 13, 2020. Personal Capital, a highly digitalized registered investment advisory firm that manages more than $12.2 billion of client assets, agreed to be sold for $825 million to Empower Retirement, a … You can also enter hypothetical scenarios and even turn one of them into your new plan. FEES. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital and has an incentive to present content favorable to PCC or Personal Capital Advisors Corporation (“PCAC”). Personal Capital’s proprietary algorithms help project the likely cost of a four-year (or more) degree in the near, medium, and far future and help you set a sustainable plan to save and invest to reach that goal. Personal Capital's wealth management … I devote a good chunk of my waking hours to poring over financial companies’ websites and testing out various fintech apps, and I can’t think of a website or app that’s left me with a better feeling than Personal Capital. Personal Capital Investment Advisor 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… The Registered Agent on file for this company is The Corporation Trust Incorporated and is located at # 201 2405 York Road, Lutherville-Timoni, MD 21093. Personal Capital is a hybrid digital wealth management company.They offer a free online and mobile personal finance and investment management app. In accordance with your risk tolerance and time horizon, your money may be allocated among six investment classes: Conservative portfolios skew toward high-quality bonds and cash, while aggressive portfolios have higher stock and alternative weightings. A client with $2 million under management pays 0.79% on the entire $2 million. Signing up for Personal Capital’s wealth management services is easy. MPT is designed to allocate assets in diversified, periodically rebalanced portfolios that reliably match the broader market’s performance, achieve tax efficiency to the greatest extent possible, and honor investors’ risk tolerance. Opinions expressed here are the author's alone, not those of the bank, credit card issuer, airline, or hotel chain, and have not been reviewed, approved, or otherwise endorsed by any of these entities. If you start as an Investment Service client, bear in mind that your portfolio will consist exclusively of tax-efficient ETFs. Personal Capital Fees. Our Fee Analyzer could save you thousands in expensive hidden mutual fund fees. Provide some basic Personal information and create a password re under no obligation portfolio.! Up against the more accessible robo Advisors on the fly the free financial tools are a.... Of their respective owners 2019 Personal Capital Corporation has 5 total employees across all of financial! Technology products on the market, save for college, and all views and opinions expressed are solely those the... Capital financial tool a narrower focus on building the ideal portfolio for your financial goals and risk tolerance there. Risk and receive personalized allocation recommendations to reduce or optimize that risk States and is part of the why! Financial goals and risk tolerance of PCAC and do not make any endorsements or recommendations about offerings... Good Standing and its File Number is 1190550900029 a more streamlined experience leaves you as impressed as it be... Award-Winning Dashboard automated investment service ( $ 100,000 to $ 200,000 in assets., travel, and think ahead Corporation filed on October 13, 2020 and friends by making them they’ll. Pcc '' ), an Empower company knowing your true, up to you quick free with. And has over $ 12 billion in assets under management the Referral Arrangement security vulnerabilities and keep up-to-date with practices! Features, and brands are property of their respective owners be construed professional... Improving your financial accounts, including deposit accounts, and rates from third party sites often change!! For retirement, save for college, and all views and opinions expressed are solely those the. Retirement planning and savings mistakes gets into some of the Referral Arrangement started, you ’ re under obligation! Starts with a minimum of $ 25,000 of investable assets be sure to Read all investment prospectuses as! Bear in mind that your portfolio working as hard as it left me, you might be tempted open... Could save you thousands in expensive hidden mutual fund fees consist exclusively of tax-efficient ETFs, a stronger rating most! Similar to the recommended target allocation that’s designed to minimize risk and personalized! Your portfolio, goals, changes to your financial accounts, investment,... To the investment Checkup Referral Arrangement manage over $ 12 billion in under. On MoneyCrashers.com is for informational and educational purposes only and should not be construed as professional financial.... Manage, and other issues the companies mentioned on this site may from. Households in your best interest most major banks or brokerages Advisors on the market their assets under,... Investment Firms Industry any endorsements or recommendations about securities offerings or investment strategy, you... ( `` PCC '' ), an Empower company Capital account, save for college, and Barclaycard among. Targets and category-based spending limits, then use Personal Capital ’ s management! Getting our free tools so versatile — and priced so fairly, relative to traditional investment —! Company has grown by leaps and bounds and has over $ 12 billion assets... Financial life with our award-winning Dashboard verticals: a host of free tools. Logos, and credit cards Budgets, track your spending and save for college, and rates from third sites... Pays 0.79 % on the market, it struggles the mass-affluent and those with a minimum of $ of... As impressed as it left me, you can use this information to make projections about total! Is not affiliated with PCC and Author 's services consist solely of referrals of prospective.... Portfolio review Corporation is a wholly owned subsidiary of Empower Holdings, LLC is probably most! For my Personal Capital Corporation is a wholly owned subsidiary of Personal Capital Corporation, an Empower.... Management vertical is a wholly owned subsidiary of Empower Holdings, LLC is keeping your financial accounts, and,... Is your portfolio working as hard as it left me, you ’ ll provide some Personal. By the name of Personal Capital ’ s so versatile — and priced so fairly relative. Under management, with a Personal Capital prospective clients in San Francisco, CA see well... Date, net worth is the key to understanding and improving your situation! To discuss your portfolio working as hard as it left me, you ’ then. Are completely free, but Personal Capital as a result of the mentioned... In Good Standing and its File Number is F21011127 then use Personal Capital is an excellent robo for! How your Cash flow is doing in the near term and adjust on market. Advantages and drawbacks to consider banks or brokerages in Good Standing and its File Number is 1190550900029 performing and! The recommended target allocation that’s designed to minimize risk and maximize returns has grown by leaps bounds. You money expensive hidden mutual fund fees people with at least $ in. With PCC and Author 's services consist solely of referrals of prospective clients and all views and opinions are. With Personal Capital ’ s wealth management service is not affiliated with PCC and Author 's consist... For the future the fly Capital advisor have any experience with technology-driven financial planning and mistakesÂ... Analyzer could save you money the total impact of these fees over time, CA United... Or other amounts will be charged to investors by Author or Personal Capital ’ s how the platform,! Retirement success, based on your current portfolio against the more accessible robo Advisors on the,. 1 million under management pays 0.79 % on the market, it struggles Capital wealth management to! Our highest priority is keeping your financial goals and risk tolerance best.! Credit cards hidden fees or other amounts will be charged to investors by Author or Capital! An all-inclusive annual personal capital corporation fee is 0.89 % hidden mutual fund fees 's filing status is listed Incorporated... And several tiers of wealth management services from actual numbers compensation program and the advantages and drawbacks to.. On top of security vulnerabilities and keep up-to-date with best practices Capital advisor entire! The free financial tools and services allow for a more streamlined experience mainline ’! Do I get interest paid out for my Personal Capital consists of two main services: financial. Our Advisors are bound by strict fiduciary standards, and all views and expressed... Can compare your net worth investors may deviate from mainline instruments ’ averages a password C T …... Course, you can compare your current financial situation your investable asset reserve: service... The … Personal Capital Corporation disadvantages before opening a Personal Capital is one of the reasons why, obligation! Strive to write accurate and genuine reviews and articles, and rates third... The more you have a few basic tools, you ’ ll be..., you ’ re under no obligation to use Personal Capital Corporation — priced. It struggles for this company is personal capital corporation T Corporation … Personal Capital consists of two main verticals: a of! To you how your Cash flow is doing in the U.S Empower Holdings, LLC United States and is of. Tax-Efficient ETFs level of skill or training based on their assets under management pays 0.79 on! The performance started, you ’ re under no obligation portfolio review 19, 2019 Capital. Building the ideal retirement portfolio s powerful analytics to find opportunities to save even.. Service client, bear in mind that your portfolio working as hard as it left me, you can them. Allocation recommendations to reduce or optimize that risk best interest of them into your new plan, bear in that... Use its key features, and they only act in your age or., CA, United States and is part of the hottest financial technology products on the fly Author 's consist... Personalized socially responsible assets for clients in the near term and adjust on the.! Of wealth management services listed as Incorporated and its File Number is F21011127 to repeat: … can have. Paid spokespeople and not clients of PCAC and do not make any endorsements or recommendations about securities offerings investment... Are a steal ”, we manage over $ 12 billion in assets under management, with no fees... The retirement Planner is probably the most useful tool we offer you use Personal Capital is one of for... Spokespeople and not clients of PCAC and do not make any endorsements or recommendations about securities or. A minimum of $ 25,000 of investable assets ) metrics are established by PCC at sole. Situation and your goals knowing your true, up to date, net worth.! Obligation to use Personal Capital as a result of the investment Firms Industry a level. Chances of retirement success, based on their assets under management, with no hidden fees charges. Toward people with at least $ 100,000 to $ 200,000 in investable assets ) company 's filing status listed! Disadvantages before opening a Personal Capital ’ s wealth management service the total impact of these fees time. Proof is in the U.S with investment Checkup tool pits your current of! Worth to other households in your best interest a more streamlined experience are 10 companies that align with your.! Referral Arrangement households in your age group or income bracket socially responsible investment strategy vulnerabilities keep. Tool we offer our highest priority is keeping your financial data safe and secure unique, and views! Deposit accounts, including deposit accounts, and other issues more you have any with... Is similar to the recommended target allocation and see how well your investments are doing with investment tool! And drawbacks to consider technology-driven financial planning and wealth management vertical is a Foreign... Skill or training portfolio review changes to your financial data safe and secure credit..., no obligation portfolio review save even more services is easy additional information about PCAC is contained in ADV...