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Personal Capital vs Vanguard Personal Advisor

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

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

While Vanguard Personal Advisor offers automatic investing with personalized service for a low fee of 0.30%. An advisor will build a portfolio for you based on your goals and financial situation. The advisor will also regularly rebalance your portfolio to keep it on track. The minimum to open an account is $50,000.

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

 Personal Capital
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Personal Capital

Vanguard Personal Advisor

SPECIAL OFFER
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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
$11.6 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
Human Advisors
Robo Advisor
Price
Goal Tracker
Customer Service
Budgeting
Ease of Use
Investment Tracking
Retirement Planning
Annual Fee
Minimum Deposit
Pros & ConsPros:
  • Retirement planner
  • Free portfolio advice
  • Robo plus human advisors
Cons:
  • $100,000 min for advisory service
  • Higher fees than competitors
Pros:
  • 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 LineFree advanced tools plus hybrid advisory service for people with over $100k in investments... 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 04/30/2020

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

Which is Better: Personal Capital or Vanguard Personal Advisor?

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

In short: Personal Capital's customer service is outstanding.


Articles on Personal Capital


Articles on Vanguard Personal Advisor


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