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  1. Personal Capital Support
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  3. Personal Capital Advisory Services

Personal Capital Advisory Services

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  • Client Service
  • Investment Management
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  • 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?
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