Vanguard Personal Advisor Services vs Personal Capital

 
ReviewVanguard Personal Advisor Services ReviewPersonal Capital Review
Overall Rating
Management Fees Annually0.30%0.49% - 0.89%
Fund Fees0.04% → 0.12%0.09%
Account TypesTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, JointTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance
Chartered Financial ProfessionalsLive financial advisorsDedicated Financial Advisors
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$50,000$100,000
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on risk toleranceBased on risk tolerance
Portfolio holdingsVanguard index funds, ETFs, and active fundsETFs & Individual Securities
TechnologyWeb-based, iOS, AndroidWeb-based, iOS & Android, iWatch
Gender FocusMale & FemaleMale & Female
SecurityIndustry standardDevice authorization
Customer Service Phone, Video, EmailPhone, Email
User ExperienceGoodExcellent
PromotionsN/AFree Mobile Budgeting App
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