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Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303
(650) 5561310

Invest with logic. Plan with heart.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

General Information

Firm Start Year

2009

Firm CRD#

155172

Name of Broker/Dealer

Pershing

Years of Experience in Financial Services

10

Number of Years with Current Firm

10

Services

Investment Types

Bonds, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Video Conference, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Firm Information

Firm's Number of Planning Clients

21,000

Assets Managed by Firm

$11,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Disclosures

https://www.personalcapital.com/content/wiseradvisor-disclosures/