Our pick to buy stocks: Sofi Invest
- $0 commissions on stocks
- Robo advisor with no management fees
- Beginner-friendly platform
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Personal Capital serves up a unique triad of services comprising savings accounts, financial calculators and wealth management services. But minimums for portfolio management start at a steep $100,000, and its fees aren’t the most competitive on the market. Compare your investment options with these four Personal Capital alternatives.
This financial planning platform offers one-on-one guidance from a certified financial planner for a flat annual fee.
Facet Wealth offers dedicated financial planners to help you manage your portfolio. While it doesn’t offer its own accounts, it can help you with existing investments as long as you’re willing to pay the entry cost: $480 per year for access to a dedicated financial adviser and $800 per year for investment management services.
SoFi offers automated investment options for investors who don’t mind handing their portfolios over to a robo-advisor.
SoFi doesn’t offer access to human financial advisers. But that’s because a digital algorithm-driven robo-advisor handles its portfolio management. Best of all, it’s entirely free to use.
Wealthsimple’s robo-advisor offers a wide variety of accounts with the added perk of human financial adviser support.
Wealthsimple’s robo-advisor comes equipped with plenty of the standards, including tax-loss harvesting, dividend investing and access to human financial advisers, regardless of your tier of service. That said, the service is strictly limited to the platform’s online interface, so you won’t be able to meet with anyone in person to discuss your portfolio.
This well-equipped brokerage offers investment opportunities for both active and passive investors through a comprehensive selection of accounts.
TD Ameritrade’s portfolio management services are tiered. A minimum deposit of $500 qualifies you for its Essential Portfolios robo-advisor. Portfolios of $25,000 and up gain access to the Selective Portfolios tier, complete with human financial consultants and a dedicated support team. Finally, portfolios of $250,000 and up qualify for the Personalized Portfolios tier: individualized portfolio construction, and dedicated senior financial and portfolio consultants.
Personal Capital offers an attractive suite of services but has its drawbacks.
Has another broker piqued your interest? The account transfer process will depend on the type of account you have and the platform you plan to move to. For information specific to the Personal Capital account transfer process, reach out to a rep during business hours and ask about applicable fees and next steps.
Here’s a look at the typical process:
The account transfer process typically takes between seven and 10 business days.
If you’re looking for a new investment account, here are some options.
*Signup bonus information updated weekly.
Features, fees and complaints to consider before you apply for a T. Rowe Price account.
Edward Jones is a full-service brokerage firm that grants every investment account access to a financial advisor.
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