personal capital review
personal capital logo

Personal Capital rating

What is Personal Capital?

Personal Capital is the top-rated financial services. It offers the perfect combination of the robot-advisor as well as the human ones who always react quickly and provide the necessary consultation.

Quick Facts About Personal Capital

Personal Capital Minimum Deposit

 $100,000

Personal Capital Management fee

0.49% to 0.89%

PROS

  • Possibility to be a hands-off investor rely on Personal Capital’s team;
  • Good automatic rebalancing;
  • Well-working tax strategy;
  • Reasonable annual charges;
  • Helpful customer service.

CONS

  • Not low account minimum.

The company is featured by the extremely well-working services. The target audience is the clients with balances around $200,000 and more. There is the possibility create, moderate the excellent portfolio, But this is not all. The incredible advantage is that the company also provides the individual securities at the highest level so you could feel totally safe. These measures are held due to the so-called Smart Indexing. It works in such a way that all the investments made are separated equally and then they are sent to the diverse sectors.

review personal capital

The great option is that the investment checkup is available.The status can be analyzed free of charge. Moreover, there is a helpful spending tracker so to make the whole process much easier.
If you would like to use Personal Capital’s services for the first time then it is necessary to create login credentials. The website is very easy to use. After a quick signing up the option of linking your bank becomes enabled as well as the brokerage and credit card accounts. We find the automatic option of analyzing the possible and the most beneficial asset allocation of your finances to be extremely helpful. It allows learning what should be taken up immediately in order to gain the desired target. Nevertheless, the option of making these decisions on your own is available as well.

VERDICT

Many high-net-worth traders from around the world are the loyal customers of Personal Capital due to the services of premium quality. Join this community and you will have the chance to go through this and get the precious experience and assistance by yourself.

Personal Capital official site – https://www.personalcapital.com/