Compare | Investment $100K to $200K Investment Assets | Wealth Over $200K to $1M Investment Assets | Private Private Client |
---|---|---|---|
Financial Guidance | |||
Financial planning tools | |||
Financial advisory team | Wealth Management, Financial advisory team: No | Private Client, Financial advisory team: No | |
Two dedicated financial advisors | Investment Service, Two dedicated financial advisors: No | ||
Access to specialists | Investment Service, Two dedicated financial advisors: No | ||
Access to Investment Committee | Investment Service, Access to Investment Committee: No | Wealth Management, Access to Investment Committee: No | |
Advisory Services | |||
Financial and retirement planning | |||
Investment review | |||
Financial decisions support (including insurance, home, | Investment Service, Financial decisions support (including insurance, home, finance, stock options, and compensation): No | ||
Wealth planning (estate, tax, and legacy) | Investment Service, Wealth planning (estate, tax, and legacy): No | Wealth Management, Wealth planning (estate, tax, and legacy): No | |
Private equity and hedge fund review | Investment Service, Private equity and hedge fund review: No | Wealth Management, Private equity and hedge fund review: No | |
Access to private banking services | Investment Service, Private equity and hedge fund review: No | Wealth Management, Access to private banking services: No | |
Investment Services | |||
Personal Strategy® and Smart Weighting™ | |||
Portfolio monitoring and rebalancing | |||
Tax optimization | |||
Portfolio customization | Investment Service, Portfolio customization: No | ||
Estate, tax and legacy portfolio construction | Investment Service, Estate, tax and legacy portfolio construction: No | Wealth Management, Estate, tax and legacy portfolio construction: No | |
Portfolio Implementation | |||
Exchange-traded funds (ETFs) | |||
Individual stocks | Investment Service, Individual stocks : No | ||
Individual bonds* and private equity investments** | Investment Service, Individual bonds* and private equity investments** : No | Wealth Management, Individual bonds* and private equity investments** : No |
* In certain situations.
** Available to certain qualified clients that meet suitability requirements
and have $5 million or more invested with Personal Capital.
Personal Capital Advisors Corporation ("PCAC") compensates ("Company") for new leads. ("Company") is not an investment client of PCAC.
["Author"] has entered into an agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid up to $200 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. The “Author”, due to such compensation, has an incentive to recommend Personal Capital, resulting in a material conflict of interest. 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 qualified leads to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the 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 arrangement. This 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.
Advisory services are offered for a fee by PCAC, a wholly owned subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the Securities Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return. Investing involves risk. Personal Capital and the Personal Capital logo are trademarks of PCC. All other trademarks, trade names, or service marks used or mentioned belong to their respective owners.