Personal Capital

Additional information


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.
• Free, comprehensive investment management tools.
• Dedicated financial advisors.
• Advanced tax optimization strategy.


• $100,000 account minimum.
• High management fee.


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