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.
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SKU: PLCL - 0002 Categories: , Tag:

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

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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