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Personal Capital

Personal Capital Reviews

(4 customer reviews)


Personal Capital Reviews – Round Up:

BBB Rating:A+
Web Ratings:A
Our Rating:A+

Quick Stats:

  Service Quality: 82%
  Service Value: 85%
  Profit Opportunity: 76%
  Ease of Use: 82%
  Customer Care: 79%
  Overall: 81%

About Personal Capital

Personal Capital provide financial management and advice services, part through a rob-advisor AI and part through finance professionals.

Due to the automated element, Personal Capital is able to offer overall management services at lower fees that human-only management, but still higher than services such as Bloom. Where they make up for this, is in their abundance of free tools and calculators. One thing to note, they have a minimum investment portfolio size of $100k so this rules out the smaller investors – however if you’re in their key middle-market demographic their hybrid services provide excellent value.

From the Personal Capital website:

Our financial tools provide deep insights on how you’re doing today so you can plan for tomorrow.

IRAs also often offer more investment options than the typical 401k plan. Just as with your traditional 401k, you may contribute pretax dollars to a traditional IRA (you can only contribute pretax dollars up to certain income levels) and then benefit from tax-deferred growth and distributions.


4 reviews for Personal Capital

5 star
4 star
3 star
2 star
1 star
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  1. Kelly T

    good app helps with budgeting and planning for the future

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  2. Phillip S

    like the tools and the people I spoke with, great service and happy to recommend

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  3. F Miller

    I used Personal Capital to assess my retirement planning where I was at and what to do to achieve the goals I had. I was much less well off than I had thought and when everything was there in one place I could see what the problem was and how to fix it. Very helpful support team too.

    7 out of 7 people found this helpful. Was this review helpful to you?
  4. Joan Armstrong

    They offer a great free tool for budgeting and managing finances. I have no experience of paid services but the free tools are excellent

    11 out of 11 people found this helpful. Was this review helpful to you?
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