The Best of Tech +
The Best of Tech +
Our advisors work closely with our team of specialists and are there to assist you with any planning related needs. If you were to purchase these services a la carte from another provider, it would not be unusual to pay several thousand dollars — or more. Even then, we don’t think it’s a true comparison with what we offer. Why? Because of our unique approach that integrates our technology within the advisory relationship. Our client only financial planning tools are just one way we enhance the financial planning experience.
Your advisor will also frequently review your Personal Strategy with you and is always available to answer any questions that arise. We believe it is important to give you a transparent, real-time view into how we’re managing your money, which is why we created the Personal Strategy Dashboard view for our clients. Here you can see all activity specific to your Personal Capital managed accounts: trades, trade reasons, performance, portfolio income and balance, hypothetical projections, monthly statements, and more.
Benefits of Your
Our sophisticated tax-optimization process focuses on three key areas: asset location, tax-loss harvesting, and tax efficiency.
We review portfolios daily for rebalancing opportunities. This provides the potential for enhanced returns by creating a systematic way of buying low and selling high.
Smart Weighting provides more even exposure to factors such as size, style, and sector, ultimately providing better diversification for your portfolio.
Your own dedicated service advisor will be there along the way to help with financial planning needs and behavioral coaching.
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 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. 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.