Your Personal Financial Dashboard and the investment features provided within are free of charge. Personal Capital Advisors provides portfolio management through our innovative Personal Strategy and Personal Funds. Personal Capital Advisors has a $100,000 relationship minimum and charges a tiered fee on assets under management. The single fee includes investment advice, asset custody, and all trade commissions. Our tiered fee schedule is:
The first $1 million 0.89%
For clients who invest $1 million or more:
First $3 million: 0.79%
Next $2 million: 0.69%
Next $5 million: 0.59%
Over $10 million: 0.49%
This is an annual fee billed monthly in arrears.