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You’ve earned a higher
level of service.

As a Private Client, you get more than just a personalized portfolio, you get a team dedicated to helping you reach your goals. Tap into our expertise in legacy planning, private equity, and more.

$14 Billion

Over $14B assets under

As of 9/30/20


Private Clients in all
50 States

As of 9/30/20

$7.42 Billion

Private Client assets
under management

As of 9/30/20

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

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

We start by listening to you, through discussions with your advisors, then we take a look at your Dashboard to build a personalized portfolio. As your life changes, the strategy adjusts and adapts, so it aligns with your changing needs.

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.

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]

Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's free Financial Dashboard (“Dashboard”). Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics related to the number of people who link investable assets to the Dashboard during a given time period. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with PCC and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital and has an incentive to present content favorable to PCC or Personal Capital Advisors Corporation (“PCAC”). No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, PCAC will not pay increased management fees or other similar compensation to Author, PCC, or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.