When you sign up for Personal Capital, you'll get access to our award-winning financial tools and registered financial advisors to help you build a personalized investment strategy. If you decide to work with Personal Capital as your wealth manager, you and the friend who referred you will each receive three months of investment management for free.
No fees or other amounts will be charged to you by Personal Capital as a result of the Referral Arrangement. You will not pay increased management fees or other similar compensation to Personal Capital as a result of the Referral Arrangement.
Investors who subscribe for investment advisory services provided by Personal Capital will be required to (1) acknowledge that they have reviewed, read and understood the information presented in this disclosure statement, and (2) acknowledge receipt of Part 2A of Personal Capital’s Form ADV.