Personal Capital
Personal Capital Advisors Corporation

Tel: (650) 556-1310
3 Lagoon Drive
Suite 200
Redwood City, CA 94065

Invest with logic. Plan with heart.

Personal Capital Advisors Corporation | Financial Advisor in Redwood City ,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, 360° 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 investor's 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.

Only Personal Capital Offers These Powerful Tools.

Register for our free financial dashboard, used by over 2.7 million people to help them track over $980 billion (9/30/20). Our free tools give you a complete picture of your financial life, and are yours to keep whether you decide to work with us or not.

Retirement Planner


See if your retirement savings are on track to retire by your target date and calculate your projected monthly income.

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Education Planner


We'll help you estimate and plan how much you should be saving today to cover education costs down the road.

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Investment Checkup


See how well your investments are performing, and how they could do even better, with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

Learn More >

Fee Analyzer


See if you're losing money through hidden fees in your mutual fund, investing, and retirement accounts.

Learn More >

General Information

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


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

Firm Information

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


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


  • How are you compensated? How will I pay for your services? We have one simple fee based structure 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



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

Social Networks

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