Personal Capital
Personal Capital is a US financial management company founded in 2009, providing wealth management and investment services. The platform offers free financial tools and paid wealth management services with different account minimums. Personal Capital is known for its comprehensive financial dashboard and retirement planning tools. The platform provides access to stocks, ETFs, and managed portfolios with fiduciary standard. Personal Capital is regulated by the SEC and offers protection through SIPC. The platform is particularly popular among high-net-worth investors for its comprehensive financial planning and wealth management services.
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Catalog tags
Risk Warning
Trading financial instruments involves significant risk and can result in the loss of your invested capital. You should not invest more than you can afford to lose and should ensure that you fully understand the risks involved. Leverage trading can amplify both profits and losses. Past performance is not indicative of future results. Before trading, please consider your level of experience, investment objectives, and seek independent financial advice if necessary.
Key Features
Listed highlights
- Comprehensive financial planning
- Free financial tools
- Wealth management services
- Retirement planning
- Fiduciary standard
- SEC regulated
Listed considerations
- • US-focused
- • High minimum for wealth management
- • No self-directed trading
- • Limited platform features
- • Higher fees for managed accounts
Quick Comparison
| Feature | Personal Capital | Acorns | Ally Invest | Betterment | SoFi Invest |
|---|---|---|---|---|---|
| Rating | Not available | Not available | Not available | Not available | Not available |
| Pricing | Free tools, wealth management 0.89% fee | Subscription-plan dependent | Product-specific | Digital 0.25% annual; Premium 0.65% under $1M | $0 commission, managed portfolios 0.25% fee |
| Founded | 2009 | 2012 | 2017 | 2008 | 2011 |
Frequently Asked Questions
Is Personal Capital regulated?
What are Personal Capital's fees?
Does Personal Capital offer wealth management?
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Licence number and legal-entity verification: not recorded. Check the regulator directly.