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Personal Capital vs Ellevest

Personal Capital is a free advanced tools plus hybrid advisory service for people with over $100k in investments. How does it compare to Ellevest? Read our comparison chart below.

Personal Capital offers free advanced financial tools and paid wealth management services.

While Ellevest is a robo-advisor aimed to serve women's needs. It specially tailors portfolios for women's financial goals and life cycles. Fees are low starting at $1/mo and there is no minimum balance for the basic account.

Compare Personal Capital with Ellevest, side-by-side. Read on for an in-depth look, including ratings, reviews, pros and cons.

 Personal CapitalEllevest
 Visit SiteLearn More
 

Personal Capital

Ellevest

SPECIAL OFFER
Free Money Management Tools - Learn More

Read Personal Capital Review

SPECIAL OFFER
Become a Member - Learn More

Read Ellevest Review

 

Benefits and Features

Annual Fee0.89% for first $1 million, 0.79% for first $3 million, next $2 million 0.69%, next $5 million, 0.59%, and 0.49% over $10 million
  • $1/mo for Essential Plan
  • $5/mo for Plus Plan
  • $9/mo for Executive Plan
Minimum Deposit
$100,000
$0 for all membership tiers
Phone Support
Yes
Yes - normal business hours
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
Discounts for members for coaching sessions
Robo Advisor
Check
Check
Assets Under Management
$23 Billion
$280 Million
Tax Loss Harvesting
Yes
No
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Banking Spend and Save accounts*; No minimum balance and no monthly service fees
Mobile App 
Yes
Single Stock Diversification
Yes
 
Fractional Shares
No
Yes
Taxable Accounts
Yes
Yes
401k Plans
Yes
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
No
529 Plans
Yes
No
 

CreditDonkey® Reviews

 Personal CapitalEllevest
Human AdvisorsStarStarStarStarStarStarStarStarStarEmpty Star
Robo AdvisorStarStarStarEmpty StarEmpty Star
PriceStarStarStarStarStar
Goal TrackerStarStarStarStarStar
Customer ServiceStarStarStarStarStarStarStarStarHalf StarEmpty Star
BudgetingStarStarStarEmpty StarEmpty Star
Ease of UseStarStarStarStarStar
Investment TrackingStarStarStarStarStar
Retirement PlanningStarStarStarStarStar
Annual FeeStarStarStarStarEmpty Star
Minimum DepositStarStarStarStarStar
Pros & ConsPros:
  • Retirement planner
  • Free portfolio advice
  • Robo plus human advisors
Cons:
  • $100,000 min for advisory service
  • Higher fees than competitors
Pros:
  • Focused on women's needs
  • $0 minimum
  • Starts at $1/mo
Cons:
  • Limited account options
  • No tax loss harvesting
  • Uncertain future
Bottom LineFree advanced tools plus hybrid advisory service for people with over $100k in investments... Read full reviewWomen-focused robo-advisor tailored to women's life cycles and goals... Read full review
 Visit SiteLearn More

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Personal Capital: Pricing information from published website as of 04/30/2020

Ellevest: Pricing information from published website as of 08/10/2020

Personal Capital: Personal Capital Advisors Corporation (“PCAC”) compensates CreditDonkey Inc (“Company”) for new leads. (“Company”) is not an investment client of PCAC.

Which is Better: Personal Capital or Ellevest?

Still need help deciding which investing is better? Read the in-depth reviews below. You may also be interested in comparing Personal Capital or Ally Invest.

In short: Personal Capital's human advisors and customer service are outstanding.


Articles on Personal Capital

Personal Capital Review

Personal Capital offers wealth management services and free financial tools. But is it legit? Find out if this robo advisory service is right for you.

Is Personal Capital Safe

Personal Capital offers free budgeting tools. But is it safe to link all your financial accounts? Learn just how secure Personal Capital is.

Personal Capital vs Quicken

Quicken is the oldest name in personal finance software, while Personal Capital is newer and offers advanced tools for free. Read on to see if it's a good alternative to Quicken.

Personal Capital vs Mint

Personal Capital and Mint are popular money management apps. Read this review to find out how they compare and which one is better for you.

Personal Capital Retirement Planner

Are you in good shape for retirement? Personal Capital's free money management tools can help you find out.

Articles on Ellevest

Ellevest Review

Ellevest tailors investment strategies specifically for women's needs. Find out how this robo-advisor make a difference.

Which Do You Think is Best?





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