Anyone used Personal Capital for investment? They offer individual advisors for 200k+ investment. Wondering how’s the experience? I am planning to get their free 6 month trial. After that annually they will charge 0.89% for amount they manage irrespective of profit or loss. #personalfinance #investments TC: 160k
Not sure why you would want to use them. That fee will eat into your returns, just buy indexes and chill
I was with them for a year. Not impressed and the advisors are sub par. He has to look up what dollar cost averaging is and it’s benefits
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individual advisor is 100k and above. i'm using them. Market is down so can't really say they are great . But my losses are not great
How long have you been with them? What was the return in 2021 and 2022?
i started late 2021 so i have data only for 1 year now. i lost 10% in this market for 2022