Personal Capital Wealth Management and Investment Advisory

  • Personal Capital Wealth is a fee-based service that incorporates online financial tools with access to investment advisory and actively managed by financial advisors.
  • Fees are all-inclusive for investments includes Tax Optimization, proprietary Smart Weighting strategy, and Dynamic Portfolio Allocation.
Get Started

Personal Capital Wealth offers a fee-based advisory service that includes direct management of your investments.

Investment Service

For individuals ready to build a long-term investment plan that is tailored to meet their financial goals and is managed by a fiduciary.

Wealth Management

For investors who need a long-term investment plan plus a customized and diversified portfolio of individual securities and ETFs to meet their goals.

Private Client

For high net worth investors who want a robust financial plan and personalized services and portfolio management to meet their lifestyle goals.

Learn more from Personal Capital FAQ.

Additional information


Wealth Management, Financial Advising

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