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.
See if your retirement savings are on track to retire by your target date and calculate your projected monthly income.Learn More >
We'll help you estimate and plan how much you should be saving today to cover education costs down the road.Learn More >
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 >
See if you're losing money through hidden fees in your mutual fund, investing, and retirement accounts.Learn More >
|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'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
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
WHY USE PERSONAL CAPITAL
FREE FINANCIAL TOOLSSee 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.
PERSONALIZED ADVICE FROM AN ADVISOR THAT LISTENSPersonalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients.
DYNAMIC, DIVERSIFIED PORTFOLIOSDynamic, Diversified Portfolios: Proprietary SmartWeighting" technology helps minimize the risk of market drops by automatically rebalancing portfolios.
ACCESS TO EXPERTS AND SPECIALISTSAccess 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 FEESTransparent fees: Clients pay one flat fee for all of our wealth management services.
FIDUCIARY ADVSORSWe'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.
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.
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|