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Personal Capital

1099 18th Street
Suite 2400

Denver, CO 80222

650-556-1310

Invest with logic. Plan with heart.

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

General Information

Firm Start Year

2009

Firm CRD#

155172

Name of Broker/Dealer

Pershing

Years of Experience in Financial Services

11

Number of Years with Current Firm

11

Advisory Services Provided

Portfolio Management, Wealth Management

Services

Investment Types

Socially Responsbile Investing (SRI), Environmental, Social and Governance (ESG), Retirement Planning, Estate Planning, Tax Efficient Investing

Can meet clients in the following ways

Our Offices, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Firm Information

Firm's Number of Planning Clients

32,400

Assets Managed by Firm

$22,400,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

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