Personal Capital Wealth Management Comparison Chart
Compare Plans
Financial Guidance
Financial planning tools Financial advisory team Two dedicated financial advisors Access to specialists Access to Investment Committee
Advisory Services
Financial and retirement planning Investment review Financial decisions support (including insurance, home, finance, stock options, and compensation) Wealth planning (estate, tax, and legacy) Private equity and hedge fund review Access to private banking services
Investment Services
Personal Strategy? and Smart WeightingTM Portfolio monitoring and rebalancing Tax optimization Portfolio customization Estate, tax and legacy portfolio construction
Portfolio Implementation
Exchange-traded funds (ETFs) Individual stocks Individual bonds* and private equity investments**
Investment Services
$100K to $200K Investment Assets
Wealth Management
Over $200K to $1M Investment Assets
Private Client
Over $1M Investment Assets
* In certain situations.
** Available to certain qualified clients that meet suitability requirements and have $5 million or more invested with Personal Capital.
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