Anyone used personal capitals free financial advisor consultation?

Amazon
pppparot

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pppparot
Feb 5, 2021 1 Comment

Anyone used it? Is it worth it?
It says the fees is 0.89% for a portfolio more than 100k and less than 1 mil if you decide to move forward with them.#personalfinance #investments

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  • Don’t. Their performance has underperformed the benchmark for years now. They’re basically an overpriced robo advisor. Better off buying an ETF. If you have over $500k then Beacon Pointe, Fisher, Creative planning and Freestone are way better options - pay more but way better returns
    May 14, 2021 0