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Investment
Service

$100K to $200K Investment Assets

Wealth
Management

Over $200K to $1M Investment Assets

Private
Client

Private Client

Financial Guidance

Financial planning tools

Investment Service, Financial planning tools: YesWealth Management, Financial planning tools: YesPrivate Client, Financial planning tools: Yes

Financial advisory team

Investment Service, Financial advisory team: Yes

  Wealth Management, Financial advisory team: No

  Private Client, Financial advisory team: No

Two dedicated financial advisors

  Investment Service, Two dedicated financial advisors: No

Wealth Management, Two dedicated financial advisors: YesPrivate Client, Two dedicated financial advisors: Yes

Access to specialists

  Investment Service, Two dedicated financial advisors: No

Wealth Management, Access to specialists: YesPrivate Client, Access to specialists: Yes

Access to Investment Committee

  Investment Service, Access to Investment Committee: No

  Wealth Management, Access to Investment Committee: No

Private Client, Access to Investment Committee: Yes

Advisory Services

Financial and retirement planning

Investment Service, Financial and retirement planning: YesWealth Management, Financial and retirement planning: YesPrivate Client, Financial and retirement planning: Yes

Investment review

Investment Service, Investment review: YesWealth Management, Investment review: YesPrivate Client, Investment review: Yes

Financial decisions support (including insurance, home,
finance, stock options, and compensation)

  Investment Service, Financial decisions support (including insurance, home, finance, stock options, and compensation): No

Wealth Management, Financial decisions support (including insurance, home, finance, stock options, and compensation): YesPrivate Client, Financial decisions support (including insurance, home, finance, stock options, and compensation): Yes

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 Client, Wealth planning (estate, tax, and legacy): Yes

Private equity and hedge fund review

  Investment Service, Private equity and hedge fund review: No

  Wealth Management, Private equity and hedge fund review: No

Private Client, Private equity and hedge fund review: Yes

Access to private banking services

  Investment Service, Private equity and hedge fund review: No

  Wealth Management, Access to private banking services: No

Private Client, Access to private banking services: Yes

Investment Services

Personal Strategy® and Smart Weighting™

Investment Service, Personal Strategy® and Smart Weighting™: YesWealth Management, Personal Strategy® and Smart Weighting™: YesPrivate Client, Personal Strategy® and Smart Weighting™: Yes

Portfolio monitoring and rebalancing

Investment Service, Portfolio monitoring and rebalancing: YesWealth Management, Portfolio monitoring and rebalancing: YesPrivate Client, Portfolio monitoring and rebalancing: Yes

Tax optimization

Investment Service, Tax optimization: YesWealth Management, Tax optimization: YesPrivate Client, Tax optimization: Yes

Portfolio customization

  Investment Service, Portfolio customization: No

Wealth Management, Portfolio customization: YesPrivate Client, Portfolio customization: Yes

Estate, tax and legacy portfolio construction

  Investment Service, Estate, tax and legacy portfolio construction: No

  Wealth Management, Estate, tax and legacy portfolio construction: No

Private Client, Estate, tax and legacy portfolio construction: Yes

Portfolio Implementation

Exchange-traded funds (ETFs)

Investment Service, Exchange-traded funds (ETFs): YesWealth Management, Exchange-traded funds (ETFs): YesPrivate Client, Exchange-traded funds (ETFs): Yes

Individual stocks

  Investment Service, Individual stocks : No

Wealth Management, Individual stocks : YesPrivate Client, Individual stocks : Yes

Individual bonds* and private equity investments**

  Investment Service, Individual bonds* and private equity investments** : No

  Wealth Management, Individual bonds* and private equity investments** : No

Private Client, Individual bonds* and private equity investments** : Yes

* 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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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 unless otherwise noted. Any testimonial of advisory services are representative of the client’s views at the time it was collected. 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 »

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© 2023 Personal Capital Corporation, an Empower Company.
All rights reserved.

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.