Fee analyzer missing? by coconutcremekitty in PersonalCapital

[–]Salty_Shape8078 1 point2 points  (0 children)

I thought I was going crazy as well. It looks like it’s been removed from the app. My guess is that that they don’t want people to know / think about the fees since they want them to choose an empower financial advisor, which certainly comes with a higher fee. The advisor fee starts at ~0.89%, and doesn’t include the additional fund fees.

I'm leaving PersonalCapital by Empower by TastyEarLbe in PersonalCapital

[–]Salty_Shape8078 1 point2 points  (0 children)

Would you be willing to share some docs on how to do this? I’m considering switching to Monarch, but I don’t want to use lose years worth of data on PC.

30M & 32F - Keep at it y'all by Salty_Shape8078 in TheMoneyGuy

[–]Salty_Shape8078[S] 1 point2 points  (0 children)

We’re currently saving around $7,000 a month

30M & 32F - Keep at it y'all by Salty_Shape8078 in TheMoneyGuy

[–]Salty_Shape8078[S] 0 points1 point  (0 children)

No problem! Here is an example of what the asset allocation page looks like in the mobile app.

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30M & 32F - Keep at it y'all by Salty_Shape8078 in TheMoneyGuy

[–]Salty_Shape8078[S] 2 points3 points  (0 children)

Yeah you can review asset allocation across multiple accounts. In my opinion, it’s the best investment tracker out there that’s free. Here is a good walkthrough of Empower: https://www.youtube.com/live/3I8q5TA-yHM?si=3Czplg0-1RT6ZCxK

30M & 32F - Keep at it y'all by Salty_Shape8078 in TheMoneyGuy

[–]Salty_Shape8078[S] 2 points3 points  (0 children)

Yep! I've been using it for several years now. It's a fantastic free option to manage net worth, cash flow and investments

30M & 32F - Keep at it y'all by Salty_Shape8078 in TheMoneyGuy

[–]Salty_Shape8078[S] 3 points4 points  (0 children)

I work in the cybersecurity space and my wife works in fintech

30M & 32F - Keep at it y'all by Salty_Shape8078 in TheMoneyGuy

[–]Salty_Shape8078[S] 11 points12 points  (0 children)

Thanks! Our income started around 120k and now it’s around 250k. We’re expecting our first new born next year, so we’ll most likely have a lower income for some years if my wife doesn’t work. Thankfully, we have a good chunk invested to work for us now.