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 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
 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
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
What Others View

    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

    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 Ally Invest.

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


    Articles on Personal Capital


    Articles on Vanguard Personal Advisor

      Vanguard Personal Advisor Review

      Typically, robo-advisors mean strictly online portfolio management with no human interaction. Vanguard Personal Advisor Services set out to be the face of change by combining the two services. Is it all it's cracked up to be?

    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 promise to automatically manage your portfolio. But can they really make you money with low fees? Read on for the pros and cons of the best apps.

      Best Robo Advisor

      Is robo investing a good idea? You need to compare the app's performance and cost. Find out how the best robo advisors can help retirees and beginners.
      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.

    Compare Personal Capital to:


    You might also be interested in

    Best Money Making Apps

    Making money with your phone sounds ridiculous, but it's possible. You can earn money for shopping, working out and other activities you're already doing. Here's a list of our top money making apps.

    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.