Has anyone used Personal Capital as an asset/wealth manager? And also, has anyone used Personal Capital and then decided to terminate their services? Was it a hassle to end the relationship and move the assets elsewhere? They charge 0.89% of AUM, but they currently have a promotion of 6 free months if you deposit $250k in May. I’m debating taking advantage of this promotion but I don’t want to feel locked in if I don’t like the results after 6 months so I’m wondering if there are any cons here

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The cons are just the general cons of wealth management services: in that unless you have a very diverse group of complicated assets or some other rare circumstance, you’re much better off just doing a little homework for yourself and not paying anyone any fees.

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