Personal Capital Fees & Expenses

Personal Capital

Founded 2009

Minafi Score

57 /100

Minafi Rating

7 /10

Usability Rating

9 /10

Cost Rating

1 /10

Trust Rating

6 /10

Company Age Score

5 /5

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Personal Capital Alternatives

All comparisons:

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Fees Overview

  • Personal Capital charges a progressive advisor fee based on the amount of assets under management.
  • For $1 Million and under: 0.89%.
  • $1m - $3m: 0.79%.
  • $3m-5m: 0.69%.
  • $5m-$10m: 0.59%.
  • $10m+: 0.49%.

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