Personal Capitalby Personal Capital
Personal Capital offers a hybrid approach to digital investment management. Their platform features comprehensive portfolio analysis tools and access to licensed financial advisors. Their online tools for portfolio management are free to use, however, their human advisor service requires an account minimum of $100,000 and a 0.89% fee on assets under management. With Personal Capital’s Personal Strategy service investors will receive a customized portfolio of exchange-traded funds (ETFs) and stocks, tax optimization, rebalancing, smart weighting, and a dedicated advisor.