![]() They also have strict internal access controls, which assure that no one at Personal Capital can ever access your personal credentials. With Personal Capital, all credentials are stored with Yodlee instead of their own servers to provide an extra boundary between your information and criminals. Personal Capital is very up-front about their cost structure. There are no set-up fees, account opening fees, or maintenance fees. This service is priced at one all-inclusive fee based on a percentage of assets managed. Clients who invest at least $25,000 in portal assets receive licensed advisors dedicated to their account, an initial meeting with their advisors to discuss investing goals, and personalized recommendations to get started. When it comes to financial advisory, pricing gets a little more complicated. Once you become a financial advisory client of Personal Capital, they are matched with two advisors who act on your behalf toward your goals and offer personalized investment strategies. Under “Financial Advisory,” Personal Capital offers several services based on consumer needs. This tool can also recommend an ideal portfolio based on your comfort level of risk and reward. The Investment Checkup tool allows you to analyze your portfolio and can identify quick improvements that can save–or earn–you money. The Fee Analayzer provides transparency into any hidden fees you may be incurring because of a mutual fund, investment, or retirement account. This free version also gives you access to other free financial planning tools, including the Fee Analyzer and Investment Checkup Tool. This visibility allows you to set monthly spending targets for different categories and visualize your spending and saving by merchant, category, or date. This allows you access to their award-winning dashboard, which gives you a complete picture of your financial standing, including IRAs, investments, and mortgage. Its free financial planning software option requires just a name, email address, and password to get started. It urges women to reach their financial goals in a supportive, social, and engaging way by hosting meet-ups and lessons.Įach of Personal Capital’s sets of tools and services offers different registration and pricing structures.
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