What is the Investment Threshold with Personal Capital?

How Much Money Do I Need for Investment Advice with Personal Capital

By David / November 20, 2015
How Much Money Do I Need to Investment Advice with Personal Capital

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Q: How Much Money Do I Need to Get Investment Advice With My Personal Capital Account?

A: Personal Capital just lowered the investment minimum to $25,000 (from $100,000).

If you want to take advantage of their unique blend of online tools, personal advice, and automated investment services, fees will start at ​0.89% for your first $1 million.

With that, you will get:​

  • Portfolios composed of ETFs that are designed to take advantage of asset location, tax loss harvesting and disciplined rebalancing.
  • Access to Personal Capital's full suite of financial planning services.
  • A licensed Advisory Service Team to answer questions and advise clients on college planning, estate planning, home purchases, 401k allocation, and more.
  • And, of course, Personal Capital's great budgeting and investment tracking tools.

As you can see, Personal Capital offers a much greater level of personal services than other so-called robo-advisors.

To learn more about Personal Capital, you can read our complete review or check out their website.

The editorial content on this page is not provided by any of the companies mentioned and has not been reviewed, approved or otherwise endorsed by any of these entities. Opinions expressed here are the author's alone.Additionally, the opinions of the commenters are not necessarily the opinions of this site

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