Personal Capital

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

Invest with logic. Plan with heart.

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

General Information

Firm Start Year

2009

Firm CRD#

155172

Name of Broker/Dealer

Pershing

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Portfolio Management, Wealth Management

Services

Investment Types

Socially Responsbile Investing (SRI), Environmental, Social and Governance (ESG), Retirement Planning, Estate Planning, Tax Efficient Investing

Can meet clients in the following ways

Our Offices, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Firm Information

Firm's Number of Planning Clients

25,000

Assets Managed by Firm

$15,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

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

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