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Personal Capital

Empowering financial confidence

Now known as Empower, this platform combines robust financial dashboard tools with human and algorithmic wealth management.

Pricing from0.89% annual advisory fee
Best forHigh net worth individuals needing holistic wealth tracking
Websitewww.empower.com

Strengths and trade-offs

  • Comprehensive free financial tools
  • Access to certified financial planners
  • High advisory fees for managed accounts

Appears in

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Questions about Personal Capital

How much does Personal Capital cost?

Lister lists Personal Capital's pricing as: 0.89% annual advisory fee.

Who is Personal Capital best for?

Personal Capital is best for high net worth individuals needing holistic wealth tracking.

Where does Personal Capital rank?

Personal Capital is ranked #3 in Top 10 AI Investment-Advisory Platforms (Lister Score 90.3), #7 in Top 10 Budget Planning Software (Lister Score 81.0) and #10 in Top 10 Financial Planning Tools (Lister Score 74.0).

What are the best alternatives to Personal Capital?

The closest alternatives on Lister are Wealthfront (#1 in Top 10 AI Investment-Advisory Platforms), Betterment (#2 in Top 10 AI Investment-Advisory Platforms) and M1 Finance (#4 in Top 10 AI Investment-Advisory Platforms).

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