Personal Capital vs Wealthfront

 
ReviewPersonal Capital ReviewWealthfront Review
Overall Rating
Management Fees Annually0.49% - 0.89% 0.0% up to $10,000
0.25% above $10,000
Fund Fees0.09%0.12%
Account TypesTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, JointTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529
529 Guidance
Chartered Financial ProfessionalsDedicated Financial AdvisorsNo Human Advice
Automatic Tax Loss Harvesting
Tax Coordinated Strategy
Tax Minimization MethodN/AN/A
Automatic Portfolio Rebalancing
Private Wealth Management
Socially Responsible/Values Based Investing
Supports Charitable Donations
Account Minimum$100,000$500
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on risk toleranceBased on risk tolerance
Portfolio holdingsETFs & Individual SecuritiesETFs & Individual Securities
TechnologyWeb-based, iOS & Android, iWatchWeb-based, iOS & Android
Gender FocusMale & FemaleMale & Female
SecurityDevice authorizationTwo-factor authentication, 256-bit SSL
Customer Service Phone, EmailPhone, Email
User ExperienceExcellentVery Good
PromotionsFree Mobile Budgeting AppFirst $10k Managed Free
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