![]() Seeking Alpha Premium caters to the needs of intermediate and advanced investors looking for an affordable, all-inclusive, one-stop-shop for their investing needs. Price: Free $99/year billed annually for Premium (or $8.25/mo monthly) $2,399.88/yr billed annually for Pro (or $199.99/mo monthly) contains in-app purchases.Seeking Alpha: Best Stock Tracker with Investment Research + Stock Recommendations There are extra benefits for people who invest over $1 million.Ģ. Note that the Wealth Management plan has a minimum initial investment of $100,000 or $200,000 if you want financial advisors. The six asset classes include:Ĭustomers have the option to incorporate socially responsible investing (SRI) into their investments as well, meaning you can choose to invest only in companies that have positive environmental and social impacts.Ĭonveniently, Personal Capital’s financial advisors are available 24/7 by phone, live chat, email, or web conference.Įach user has two dedicated financial advisors to help make various financial decisions, from retirement planning to college savings to stock options and more. The portfolios are diversified across multiple asset classes and rebalanced when necessary. This service provides both automated tools and human management.Īfter you enter your risk tolerance, goals, time frame, and personal preferences, Personal Capital creates a recommended portfolio. The Wealth Management plan is preferred by those who want more of a full investment service. Personal Capital’s Wealth Management Services Personal Capital also pairs this service with Wealth Management services. You can use Personal Capital’s free Investment Checkup tool to identify overweight and underweight stock sector investments and to assess your diversification.įurther, you can compare your portfolio to the S&P 500 and Personal Capital’s “Smart Weighting” Recommendation, which bases holdings on equal weightings across sectors instead of by market cap weightings.įrom there, you can use the Investment Checkup tool to dissect costs you pay in your accounts and fund fees you may pay annually. ![]() You can use these recommendations to adjust your portfolio to improve your investment performance. It also provides an Investment Checkup tool to assess your portfolio risk, analyze past performance and get a target allocation for your portfolio. The Free Financial Dashboard makes it easy for people to add all their financial accounts in one place, including credit cards, savings, checking, loans, and tax-advantaged investment accounts. Some of those use the Free Financial Dashboard version, while others use the Wealth Management service.
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