Frequently Asked Questions
FAQS on this page are taken from https://home.personalcapital.com/page/login/app#/frame/investing
- ★ How do I reschedule a call with my advisor?
- ★ Why should Personal Capital Advisors manage my money?
- ★ How will you customize my strategy?
- ★ Who makes investment decisions and what role does my Advisor play?
- ★ How do you tax optimize?
- ★ What is your investment philosophy?
- ★ What are your fees and how are you compensated?
- ★ How do you define success?
- ★ What types of investments will I own in my account?
- ★ Who holds my money?
- ★ How soon can I get access to my money if I need it?
- ★ Where can I see my money?