[Financial Advice] Anyone use Personal Capital wealth advisory?

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jsiM75

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jsiM75
Oct 8, 2016 6 Comments

Their fees are 0.89% compared to 0.25% for Wealthfront. Difference is they have an actual person available for advisory (on taxes, retirement, planning, etc) in addition to robo advisory. I opened a small account (~15k) with Wealthfront early 2014 and have been disappointed with the results (2% total return with an "8" risk setting).

Looking to put 100-200k cash to work with minimal overhead as it's getting increasing harder (and stressful) to track these things. Interested in aggressive growth. I'm in my mid-twenties and would like to purchase in SF in 5 years (grew up in the Bay). Any recommendations/advice on financial services or strategies? Thanks and appreciate it!

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