I have about 200k that I want to invest, about half of them are in Robinhood. I suck at buying stocks myself. Last year the market was so good, but my account return from Oct last year to Oct this year is like 7%.
Recently I started using PersonalCapital to track my money, then received a call from their sales. The guy told me that if I transfer > 200K to account managed by them, they'll build a portfolio with individual stocks instead of ETFs with custom tailored strategies, which eventually cost me lower and has higher return than if we go with Vanguard which only buys ETF.
Anyone has experience with Personal Capital 200K tier? Is custom tailored portfolio really better than robo-advisor portfolio with ETFs? Plus the market is not looking good now.
Anyone has personal experience with PersonalCapital for the 200k tier? I've read a negative review about PC on this reddit some time ago.
Any advise would be appreciated.
Submitted October 10, 2021 at 05:27AM by p6vital https://ift.tt/3aoBOC5
