Wealthfront vs Personal Capital

by George Windsor Updated: January 8, 2018 Robo-Advisor


Review	Wealthfront Review	Personal Capital Review
Overall Rating	1 2 3 4 5	1 2 3 4 5
Management Fees Annually	0.0% up to $10,000 0.25% above $10,000	0.49% - 0.89%
Fund Fees	0.12%	0.09%
Account Types	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance	✅	✅
Chartered Financial Professionals	No Human Advice	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	$500	$100,000
Fractional Shares	❌	❌
Retirement Planning Tools	✅	✅
Support Real Estate Investments	✅	❌
Investment Method	Based on risk tolerance	Based on risk tolerance
Portfolio holdings	ETFs & Individual Securities	ETFs & Individual Securities
Technology	Web-based, iOS & Android	Web-based, iOS & Android, iWatch
Gender Focus	Male & Female	Male & Female
Security	Two-factor authentication, 256-bit SSL	Device authorization
Customer Service	Phone, Email	Phone, Email
User Experience	Very Good	Excellent
Promotions	First $10k Managed Free	Free Mobile Budgeting App

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