Personal Capital Review

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Personal Capital customer reviews: complaints, feedback from consumers, pros and cons. Is Personal Capital good and safe brokerage company?

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Personal Capital Customer Reviews

by Frugal Guy, 3/29/2018

Pros: Great features and interface

Cons: High fees if using paid features

Personal Capital site and app allows you to co-mingle all your financial accounts – from bank accounts, to online brokerage accounts, loans, mortgages, credit cards and more. This is all done as a way to help you have one location to go to that not only tracks all of your finances, but also analyzes your investments to make sure you’re on track towards your goals.

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Brokerage Review Websites About Personal Capital

"Personal Capital is targeting aspiring wealthy people whose net worth is from $25,000 to $2 million in liquid assets. This is a market that is traditionally underserved by Wall Street... Traditional financial advisors target only individuals in the ultrahigh net worth category. Individuals below that threshold typically have to fend for themselves. Using available technology, Personal Capital can offer personalized service at a much lower price point than previously possible."

Investor Junkie

"Personal Capital is best described as an “account aggregator.” It exists to help you track and understand your financial accounts. After connecting your various financial accounts, including your mortgage, credit cards, bank accounts, investment accounts, and whatever else you may have, the free service will summarize your situation and offer basic investment guidance."

Cash Cow Couple

About Personal Capital

Personal Capital is the smart way to get a real-time grasp of your finances. Independent and set up to avoid conflicts of interest, we've developed a simple way to invest better that delivers maximum diversification, a smart index approach, low fees, tax management, disciplined rebalancing and full transparency.

Personal Capital Fee Structure

First $1 million: 0.89%.

For clients who invest $1 million or more:
First $3 million: 0.79%
Next $2 million: 0.69%
Next $5 million: 0.59%
Over $10 million: 0.49%

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