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As of 3/31/21
“… Personal Capital is the tool to beat.”
Over $17.8B assets under management
As of 3/31/21
“Best App for Investors”
Experience the Personal Capital Difference
Personal Capital is the smart way to track and manage your financial life.
Get award-winning financial tools and personal attention from
registered financial advisors for significantly less than
traditional financial advisors.
The Personal Capital dashboard works with all of your financial accounts - from your checking and savings accounts to your investment and IRA accounts to your mortgage, home equity loans and credit cards to give a complete picture of your net worth, any time, on any device.
You get personal attention from two dedicated financial advisors who will develop a lifelong financial strategy tailored to your needs. The result is a complete transformation in the way you understand, manage and grow your net worth.
Our asset allocation decisions and portfolio construction is driven by your personalized data and specific cash flow needs, not a simple algorithm based on a few questions. This ensures a truly customized strategy just for your specific situation and not a "cookie-cutter" solution.
As fiduciaries, our advisors are legally bound to act in your best interest. Advisors associated with broker dealer firms are often incentivized to recommend high margin investments.
We use a holistic approach to build your portfolio, and will optimize the placement of securities within your taxable and tax advantaged Personal Capital accounts. We will review all of your accounts, even those not under our management – to give you the best advice for your financial portfolio.
We advocate an evenly weighted approach to sectors and styles in US stocks, that reduces the risk from sector "bubbles" for our clients.
Our solutions are highly personalized to you. We can make adjustments to your portfolio to customize it to your specific needs, and build you an investment plan that is both cost and tax efficient.
Optimized for iPhone and Android phones, tablets and watches, the Personal Capital app is used by over 2 million users to track and manage their net worth.
From 529 plans and college financing, to estate planning, cash flow and savings plans, home financing, stock options and equity opportunities, our registered advisors provide a full array of financial planning support.
Our portfolios combine ETFs and individual US Stocks, which provide optimal tax harvesting opportunities. 100% ETF portfolios offer limited tax harvesting possibilities.
Locked into your employer’s 401k plan? We can help provide guidance on your fund allocations to complement the rest of your investment portfolio.
Our Advisors can be reached by phone, web conference or email.
Advisory services are offered for a fee by Personal Capital Advisors Corporation ("PCAC"), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Featured individuals are actors or paid spokespeople and not clients of PCAC. PCAC is a wholly owned subsidiary of Personal Capital Corporation ("PCC"), an Empower company. PCC is a wholly owned subsidiary of Empower Holdings, LLC. Read Full Disclosures »
["Author"] has entered into a referral agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid between $70 and $150 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the referral arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the referral arrangement. Additional information about PCAC is contained in Part 2A of PCAC’s Form ADV. This referral agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's Website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.