Wealthfront vs Personal Capital

 
ReviewWealthfront ReviewPersonal Capital Review
Overall Rating
Management Fees Annually0.0% up to $10,000
0.25% above $10,000
0.49% - 0.89%
Fund Fees0.12%0.09%
Account TypesTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance
Chartered Financial ProfessionalsNo Human AdviceDedicated 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$500$100,000
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 & AndroidWeb-based, iOS & Android, iWatch
Gender FocusMale & FemaleMale & Female
SecurityTwo-factor authentication, 256-bit SSLDevice authorization
Customer Service Phone, EmailPhone, Email
User ExperienceVery GoodExcellent
PromotionsFirst $10k Managed FreeFree Mobile Budgeting App
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