The next 10 minutes could change your life. We've recorded a special sit-down interview with a reclusive millionaire who details how he's closed out winning trade after winning trade throughout the volatility of 2022. In fact, he hasn't closed a single losing trade since 2016. Sounds impossible? It's not - and he'll prove it to you.
Click to see this exclusive sit-down interview
Vanguard Personal Advisor Services vs Personal Capital
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Review | Vanguard Personal Advisor Services Review | Personal Capital Review |
Overall Rating | ||
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 |