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Personal Capital

Invest wisely, retire confidently

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Overview

What Personal Capital does

Personal Capital combines free financial tools with personalized wealth management. Track all your accounts, get investment advice, and plan for retirement with comprehensive financial dashboards.

What people use it for

  • Tracking net worth and investment accounts in one dashboard
  • Managed portfolio construction with tax loss harvesting for high balance investors
  • Retirement planning projections across linked accounts

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The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about Personal Capital.

  • Wealth management requires a 100,000 USD minimum for Investment Services, 250,000 USD for Wealth Management and 1,000,000 USD for Private Client
  • The annual advisory fee is charged as a percentage of assets under management on a tiered structure rather than a flat subscription
  • Assets are custodied at Pershing Advisor Solutions rather than by the provider itself

Cross-shopped

What people choose instead of Personal Capital

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

Pricing

What Personal Capital costs

Taken from the vendor's own pricing page. Prices move, so check before you buy.

Free

Free

  • Account tracking
  • Net worth monitoring
  • Investment analysis

Premium

On request

  • Financial advisor access
  • Personalized advice

Capabilities

Features

  • Investment tracking

    Investment tracking capability

  • Retirement calculator

    Retirement calculator capability

  • Fee analyzer

    Fee analyzer capability

  • Net worth tracking

    Net worth tracking capability

  • Bank accounts

    Integration with Bank accounts

  • Investment accounts

    Integration with Investment accounts

  • Real estate

    Integration with Real estate

  • Web support

    Available on Web

  • IOS support

    Available on iOS

  • Android support

    Available on Android

Behind it

Who makes Personal Capital

Company
Empower
Based in
Mountain View, California
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Where to go from Personal Capital

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Softwr does not host reviews and shows no star rating for Personal Capital, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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