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Originally Posted by Mansfield54
Has anyone had experience as a client of the fee-only advisor services offered by PersonalCpital.com? Thoughts? Their online free tools are very good.
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I have been a client of Personal Capital for about 3 1/2 years. Their fees were less than most out there. Also they were the only one that gave me a clear picture of what they were going to do specifically when it came to investing. I put some of my money with them and compared for over a year to my wife's investments. during the pandemic downturn my balance dropped more than my wife's investments, but also came back much stronger and quicker than hers. I also do not want to be tied to a computer always having to keep up with each investment, etc. long term so I don't mind paying a fee to manage it appropriately. You can PM me if you would like more information.