What is Personal Capital Wealth?

Personal Capital offers a free finance tracking app and a premium service for your investments with program fees.

  • 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.

Premium Investment Management

The Personal Capital paid version is called the Personal Capital's Wealth Management program, a platform that will take control of your investment portfolio and ctively managed by investment advisors.

Fees are all inclusive for investments actively managed by Personal Capital. A minimum of $25,000 is required to use the service.

Wealth Management Program fees*:

  • 0.89% of the first $1 million
  • 0.79% of the first $3 million
  • 0.69% of the next $2 million (up to $5 million)
  • 0.59% of the next $5 million (up to $10 million)
  • 0.49% on balances over $10 million

*accurate as of March 13, 2018

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