Vanguard Personal Advisor Services vs Personal Capital

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


Review	Vanguard Personal Advisor Services Review	Personal Capital Review
Overall Rating	1 2 3 4 5	1 2 3 4 5
Management Fees Annually	0.30%	0.49% - 0.89%
Fund Fees	0.04% → 0.12%	0.09%
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	Live financial advisors	Dedicated 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	$50,000	$100,000
Fractional Shares	❌	❌
Retirement Planning Tools	✅	✅
Support Real Estate Investments	❌	❌
Investment Method	Based on risk tolerance	Based on risk tolerance
Portfolio holdings	Vanguard index funds, ETFs, and active funds	ETFs & Individual Securities
Technology	Web-based, iOS, Android	Web-based, iOS & Android, iWatch
Gender Focus	Male & Female	Male & Female
Security	Industry standard	Device authorization
Customer Service	Phone, Video, Email	Phone, Email
User Experience	Good	Excellent
Promotions	N/A	Free Mobile Budgeting App

The One Chart Pattern You Need to Retire

Rob Booker calls Markay Latimer the greatest stock picker he has ever met, and in this presentation, you'll learn why. She used one chart pattern to build her initial account from $2k to over $2M in just over two years! She calls it the "retirement pattern," and you'll see exactly why in this exclusive replay.

Click here to learn everything

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