by CI Staff
Personal Capital’s website, www.personalcapital.com, provides individuals with money management and analytical services. Personal Capital is an investment adviser that combines all of a user’s financial information in one place, analyzes it, and provides free investment advice based on the user’s investment strategy. Personal Capital also offers a paid service in which they build and manage a personalized investment portfolio for less than 1% in management fees. There is no obligation to enroll in this service.
After registering with Personal Capital for free, users are asked to provide some information regarding their investment strategy, such as how many years they have until they expect to retire and the aggressiveness of their allocation strategy. Finally, users are asked to enter as much or as little of their financial information as they desire, whether it be brokerage accounts, 401(k) plans, credit cards, or even a phone bill.
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