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Personal Capital Advisors Corporation
250 Montgomery Street, Suite 700
San Francisco, CA 94104
(650) 556-1310
“Invest with logic. Plan with heart.”
Advisor Profile
Personal Capital
Name:  Personal Capital
Website:  Visit Website
Disclosure Link:
https://www.personalcapital....

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, 360 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 investor?s 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

Number of Years with Current Firm:    10
Years of Experience in Financial Services:    10
Name of Broker/Dealer:    Pershing
Firm CRD#:    155172
 

Services

I can meet clients in the following ways:    Video Conference, Via phone, At my office
Investment Types:    Stocks, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Bonds
 

Firm Information

Assets Managed by Firm:    $11,000,000,000
Firm's Number of Planning Clients:    21,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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