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