Personal Capital Advisors Corporation Review


Trust Score 85%
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Personal Capital Advisors Corporation, federally registered in 2011, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 160 advisors. Personal Capital Advisors Corporation manages $8 billion and provides investment advisory services for 18,308 clients (1:115 advisor/client ratio).

Personal Capital Advisors Corporation requires a $100,000 minimum investment and charges a blended rate between 0.89% and 0.49% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 115 clients (industry average 1:50)
  • Firm has been federally registered for only 7 years

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $432,169
Hybrid Advisor No
Disciplinary History No
Total AUM $8 billion
Advisor / Client Ratio 1:115
Headquarters San Francisco, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 0.89%
$1,000,001 to $3,000,000 0.79%
$3,000,001 to $5,000,000 0.69%
$5,000,001 to $10,000,000 0.59%
$10,000,001 to $20,000,000 0.49%


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