The list > Personal Capital
Summary: Initially designed as free financial software to help manage all of your assets no your own, Personal Capital now manages over $1 Billion in assets. Personal Capital offers more than the traditional robadvisor by assigning you a financial advisor who communicates with you and helps you as you carry out your investment plan.
Offering: Personal Capital offers both financial planning and advisory services. An advisor will speak with you about your specific personal situation and will create for you a portfolio specifically designed to reach your short and long-term goals - be it saving for a house or saving for retirement.
Fee: 0.89% for the first $1 Million, declining to 0.49% over $10 Million
Ranking: Please stay tuned for further updates!
Review: We will include our review shortly! Please stay tuned for further updates!
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