Personal Capital vs Vanguard Personal Advisor Services

by George Windsor Updated: February 1, 2018 Robo-Advisor


Review	Personal Capital Review	Vanguard Personal Advisor Services Review
Overall Rating	1 2 3 4 5	1 2 3 4 5
Management Fees Annually	0.49% - 0.89%	0.30%
Fund Fees	0.09%	0.04% → 0.12%
Account Types	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance	✅	✅
Chartered Financial Professionals	Dedicated Financial Advisors	Live financial advisors
Automatic Tax Loss Harvesting	✅	✅
Tax Coordinated Strategy	✅	✅
Tax Minimization Method	N/A	N/A
Automatic Portfolio Rebalancing	✅	✅
Private Wealth Management	❌	✅
Socially Responsible/Values Based Investing	✅	❌
Supports Charitable Donations	❌	❌
Account Minimum	$100,000	$50,000
Fractional Shares	❌	❌
Retirement Planning Tools	✅	✅
Support Real Estate Investments	❌	❌
Investment Method	Based on risk tolerance	Based on risk tolerance
Portfolio holdings	ETFs & Individual Securities	Vanguard index funds, ETFs, and active funds
Technology	Web-based, iOS & Android, iWatch	Web-based, iOS, Android
Gender Focus	Male & Female	Male & Female
Security	Device authorization	Industry standard
Customer Service	Phone, Email	Phone, Video, Email
User Experience	Excellent	Good
Promotions	Free Mobile Budgeting App	N/A

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