Personal Capital Wealth Management and Investment Advisory

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

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

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

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

Account Types	Individual (taxable)
Investing Type	Managed Investing
Key Features	Customizable Portfolio, Financial Advisor Access, Financial Planning, Investment Tools, Portfolio Analysis
Minimum Deposit	$100,000
Fees	Tiered Pricing Plan: Account Balance

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