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Personal Capital

Personal Capital Advisors Corporation

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Chicago, IL 60601
(650) 5561310

Invest with logic. Plan with heart.

About Personal Capital Advisors Corporation

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.

General Information

Firm Start Year

2009

Firm CRD#

155172

Name of Broker/Dealer

Pershing

Years of Experience in Financial Services

10

Number of Years with Current Firm

10

Services

Investment Types

Bonds, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Video Conference, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Firm Information

Firm's Number of Planning Clients

21,000

Assets Managed by Firm

$11,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Disclosures

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