0.49%-0.89% management fee
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.
• Individual securities available.
• $100,000 account minimum.