Personal Capital

New
Arghbargh

New

Arghbargh
Dec 19, 2018 5 Comments

Does anyone have any experience working with this company esp the advisory service?

TC: $200K+

5

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 TOP 5 Comments
  • Amazon / Mgmt
    DEPk35

    Go to company page Amazon Mgmt

    PRE
    Capital One
     DEPk35
    Yes. I would skip. They assign you a call center advisor and place you into a portfolio similar to all other robo advisors, except they do sector ETFs for S&P500.
    Dec 19, 2018 0
  • New
    Arghbargh

    New

    Arghbargh
    OP
    I was assigned a dedicated advisor. What next level options exist at betterment or wealthfront
    Dec 21, 2018 0
  • Amazon / Mgmt
    DEPk35

    Go to company page Amazon Mgmt

    PRE
    Capital One
     DEPk35
    If you wanna go real cheap, get a vanguard (or equivalent) ETF in Robinhood. VT or VTI. Lowest cost for most risk adjusted return possible.
    Dec 19, 2018 0
  • Amazon / Mgmt
    DEPk35

    Go to company page Amazon Mgmt

    PRE
    Capital One
     DEPk35
    Dump money into betterment or wealth front until you have over 1M in there. Then talk to someone about next level options.
    Dec 19, 2018 0
  • Amazon / Mgmt
    DEPk35

    Go to company page Amazon Mgmt

    PRE
    Capital One
     DEPk35
    Wealthfront lets you borrow against your assets without exiting market. I’m a fan of this option. For max flexibility and leverage without losing market exposure.
    Dec 19, 2018 0