Wealth Management and Investment Advisory / Personal Capital Wealth

  • A fee-based upgraded service that incorporates the online financial tools with access to investment advisory and wealth management professionals
  • A platform that will take control of your investment portfolio and actively managed by financial advisors
  • Fees are all-inclusive for investments actively managed by Personal Capital
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Personal Capital 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.

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