Make more out
of tomorrow.

As a Personal Capital Private Client, you receive a fully customized investment plan built around your life, using your data, to help you live your dreams.

$12 Billion

Over $12B assets under

As of 1/1/20


Private Clients in all
50 States

As of 1/1/20

$4.6 Billion

Private Client assets
under management

As of 1/1/20

We fully 
invest in you.

Our personalized portfolio management takes your legacy holdings and cost basis into account, with an emphasis on institutional-style diversification and risk management.


Portfolio Customization

We take all your investments and assets into account when building your portfolio and come up with a game plan in helping you with stock options, private company stocks and highly appreciated securities.

tax efficiency

Tax Efficiency

We minimize your tax liability by using municipal bonds, and tax-managed individual stocks. Your income generating assets are put in tax deferred accounts and capital gain generating assets are put in taxable accounts.


Suite Of Private
Banking Services

You get a broad, life-simplifying suite of products and services exclusively for Private Clients through our partnership with BNY Mellon.


Private Equity Access

Access a diversified basket of private equity investments to build a portfolio previously only accessed by large, institutional investors.

Get more as a
Private Client.

Comprehensive Investment Strategy

Holistic Financial Planning

Our Fee

We charge one all-inclusive annual management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

For Investment Services & Wealth Management Clients
First $1M0.89%
For Private Clients
First $3M0.79%
Next $2M0.69%
Next $5M0.59%
Over $10M0.49%
Includes family tiered billing
Michelle Brownstein

Ready to reach your goals?

Let’s start the conversation about becoming a member of our Private Client Service. You can reach us directly by phone, email or schedule a call with one of our advisors.


[email protected]

Personal Capital