Streamline your investments and reach financial goals.
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Personal Capital offers custom pricing plan
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C
customer
04/01/24
nothing to say
Date of experience: April 01, 2024
P
PatrickG
02/07/24
A long time customer….
Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!
RL
Renee L
12/13/22
"Great for easy daily wealth management"
What do you like best about Personal Capital Wealth Management? I love the daily email feature the most, it gives a snapshot of all the ins and outs of multiple accounts so you don't have to login to the platform to check.
SS
Sathish S
10/07/22
"Good Wealth leads to Good Position"
What do you like best about Personal Capital Wealth Management? The organisation mainly concentrating on the wealth of the individual or group.They are guiding us what needs to be done and what should not done.It helps us to raise our standard of living
