Scam Report

Personal Capital

Personal Capital Reviews

(4 customer reviews)

Description

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
75%
4 star
25%
3 star
0%
2 star
0%
1 star
0%
Powered by Customer Reviews Plugin
Showing 3 of 4 reviews (5 star). See all 4 reviews
  1. Phillip S

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

    Was this review helpful to you?
  2. 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?
  3. 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?
Add a review

Your email address will not be published. Required fields are marked *

Important: all reviews for Personal Capital should comply with our review policies here.
Looking for something specific? 
Personal Capital are listed under the following Categories and Tags:
Click any category or tag to find all companies with shared products and services.

Find Trusted Providers

Avoid the scammers - search our directory of trusted companies