Personal Capital Pricing: Cost and Pricing plans

Personal Capital Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Investment Services Custom

Features

$100K to $200K Investment Assets
Financial planning tools
Financial advisory team
Financial and retirement planning Investment review
Personal Strategy® and Smart Weighting™
Portfolio monitoring and rebalancing
Tax optimization
Exchange-traded funds (ETFs)

Wealth Management Custom

Features

Over $200K to $1M Investment Assets
Financial planning tools
Two dedicated financial advisors
Access to specialists
Financial and retirement planning
Investment review
Financial decisions support (including insurance, home, finance, stock options, and compensation)
Personal Strategy® and Smart Weighting™
Portfolio monitoring and rebalancing
Tax optimization
Portfolio customization
Exchange-traded funds (ETFs)
Individual stocks

Private Client Custom

Features

Over $1M Investment Assets
Financial planning tools
Two dedicated financial advisors
Access to specialists
Access to Investment Committee
Financial and retirement planning
Investment review
Financial decisions support (including insurance, home, finance, stock options, and compensation)
Wealth planning (estate, tax, and legacy) Private equity and hedge fund review Access to private banking services
Personal Strategy® and Smart Weighting™
Portfolio monitoring and rebalancing
Tax optimization
Portfolio customization
Estate, tax and legacy portfolio construction
Exchange-traded funds (ETFs)
Individual stocks
Individual bonds* and private equity investments**

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 22/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Personal Capital FAQs

How much does Personal Capital cost?

Personal Capital provides a custom pricing for their software.

Learn more about Personal Capital pricing.

Does Personal Capital offer a free plan?

No, Personal Capital does not offer a free plan.

Learn more about Personal Capital pricing.

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