wiseradvisor

Personal Capital
Personal Capital Advisors Corporation

Tel: (650) 556-1310
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Los Angeles, CA 90012

Invest with logic. Plan with heart.

Personal Capital Advisors Corporation | Financial Advisor in Los Angeles ,CA


About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.


General Information

Firm Start Year:   2009
Name of Broker/Dealer:   Pershing
Number of Years with Current Firm:   10


Services

Investment Types:   Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Video Conference


Firm Information

Firm's Number of Planning Clients:   21,000
Assets Managed by Firm:   $11,000,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets



Faqs

  • How are you compensated? How will I pay for your services? We have one simple fee based on a percentage of assets managed. Wealth management, trade costs and custody are included - you do not pay trade commissions. We bill monthly, in arrears, and routinely help clients with financial planning and 401(k) allocations at no charge. Our fee schedule is as follows: First $1 million: 0.89%; For clients who invest $1 million or more: First $3 million: 0.79% Next $2 million: 0.69% Next $5 million: 0.59% Over $10 million: 0.49%

Personal Capital

Personal Capital

Key Differentiators:

• See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more.

• Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients.

• Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios.

• Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving.

• Transparent fees: Clients pay one flat fee for all of our wealth management services.

• We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

My Services

Wealth Management

Whether you're planning for retirement or looking for ways to invest we offer dedicated registered financial advisors, along with free tools, to help you build a personalized portfolio. Our approach includes Tax Optimization, our proprietary Smart Weighting strategy, and Dynamic Portfolio Allocation. We also offer Socially Responsible Investing options at no additional cost.


Portfolio Management

We don't believe in a one size fits all portfolio. Our approach is tailored to you and your goals. Together, we'll create a plan that's based on your preferences, and what stage you are in your life.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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