Facet Financial Planning
Account types | Brokerage |
---|---|
Annual fee | 0% |
Available asset types | ETFs |
Annual fee | 0% |
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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 three Personal Capital alternatives.
Account types | Brokerage |
---|---|
Annual fee | 0% |
Available asset types | ETFs |
Annual fee | 0% |
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4.2 / 5 ★★★★★
Account types | Brokerage, IRA |
---|---|
Annual fee | $0 per month |
Available asset types | Stocks, Options, Mutual funds, ETFs, Alternatives |
Annual fee | 0% |
---|
4.4 / 5 ★★★★★
Account types | Brokerage, IRA |
---|---|
Annual fee | 0.25% on balances up to $99,999 0.4% on balances of $100,000+ |
Available asset types | ETFs, Cryptocurrency |
Annual fee | 0.25% on balances up to $99,999 — 0.4% on balances of $100,000+ |
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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.
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Finder is not an advisor or brokerage service. Information on this page is for educational purposes only and not a recommendation to invest with any one company, trade specific stocks or fund specific investments. All editorial opinions are our own.
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