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| Review | Wealthfront Review | Personal Capital Review |
| Overall Rating | ||
| 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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