CreditDonkey is a stock broker comparison and reviews website. This website is made possible through financial relationships with card issuers and some of the products and services mentioned on this site. Advertiser Disclosure†






Personal Capital vs Vanguard Personal Advisor


 Personal Capital
 Visit SiteLearn More
 

Personal Capital

Vanguard Personal Advisor

SPECIAL OFFER
Get Started with Personal Capital - Learn More

Read Personal Capital 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
0.3%
Minimum Deposit
$100,000
$50,000
Phone Support
Yes
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
Yes
Robo Advisor
Assets Under Management
$6.5 Billion
$100+ Billion
Tax Loss Harvesting
Yes
client-by-client basis
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Single Stock Diversification
Yes
No
Fractional Shares
No
No
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
Yes
529 Plans
Yes
Yes
 

CreditDonkey® Reviews

 Personal Capital
Annual Fee
Minimum Deposit
Human Advisors
Customer Service
Pros & ConsPros:
  • Professionally managed by human advisors
  • Low annual fee
  • Backed by prestigious brand
Cons:
  • High minimum investment
  • Extra transaction fees
  • No continuous tax loss harvesting
Bottom Line Read full reviewHybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... Read full review
 Visit SiteLearn More

Personal Capital: Pricing information from published website as of 04/04/2018

Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018


Articles on Personal Capital

    Personal Capital Review

    Personal Capital offers free advanced financial tools and paid wealth management services. But is it right for you? Read on for the pros and cons.

Articles on Vanguard Personal Advisor


Which Do You Think is Best?

Name
Email (won't be published)


You Might Also Like

    Chase

    Chase Private Client Review

    Chase Private Client offers premium relationship perks to those with $250,000 on deposit with Chase. It is worth it? We analyze the benefits in this in-depth review. Read on.

    Beginner's Guide to Robo Advisors

    Robo advisors automatically manage your investment portfolio with very low fees. But they have limitations you must know about first. Read on to see if a robo advisor is right for you.

    Best Robo Advisor

    The best robo-advisor offers low management fees, low minimum investment requirements, and daily account monitoring. Read this list of top robo advisors before you invest.
    Betterment

    Betterment Review: Pros and Cons

    Betterment offers low fees and good returns. But there are risks you should NOT ignore. Read this review to see if Betterment is better?

    Best Roth IRA Providers for Beginners

    Opening a Roth IRA is one of the best money moves you can make. But where should you open an account? Here are our top recommended Roth IRA providers.

You might also be interested in

BusyKid

Gregg Murset knew he was doing something right when his son Spencer approached him for advice. The 14-year-old boy ran an idea by his dad: Spencer planned on selling the Disney stock he had bought with his own hard-earned allowance money.

Compare Vanguard Personal Advisor to:


Next Page:

About CreditDonkey®
CreditDonkey is a stock broker comparison website. We publish data-driven analysis to help you save money & make savvy decisions.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

†Advertiser Disclosure: Many of the card offers that appear on this site are from companies from which CreditDonkey receives compensation. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). CreditDonkey does not include all companies or all offers that may be available in the marketplace.

*See the card issuer's online application for details about terms and conditions. Reasonable efforts are made to maintain accurate information. However, all information is presented without warranty. When you click on the "Apply Now" button you can review the terms and conditions on the card issuer's website.

CreditDonkey does not know your individual circumstances and provides information for general educational purposes only. CreditDonkey is not a substitute for, and should not be used as, professional legal, credit or financial advice. You should consult your own professional advisors for such advice.