Additional information
| Fees | 0.49%-0.89% management fee |
|---|---|
| Account minimum | $100,000 |
| Promotion | Get 6 months of free wealth management for new clients. Must fund above $250,000 within 30 days of account opening. Terms Apply. |
| Why We Like It | Personal Capital is part robo-advisor, part human advisor: The hybrid service uses robo algorithms, but pairs investors with a dedicated financial advisor. The high-touch approach comes with a higher balance requirement and management fee. |
| Pros | • Individual securities available. |
| Cons | • $100,000 account minimum. |
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