Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

Firm Start Year

Firm CRD#

Name of Broker/Dealer

Years of Experience in Financial Services

Number of Years with Current Firm

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Firm's Number of Planning Clients

Assets Managed by Firm

Fee Structure

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

https://www.personalcapital.com/content/wiseradvisor-disclosures/