Personal Capital actively prompt to try to set up a meeting pretty much every time you log in. They're hoping that you'll sign up for some active management stuff, or do they have a robo-investing option (I can't remember.)
At a certain net-worth, they'll start calling you on a regular basis trying to get you to do the same.
It's all pretty annoying. Perhaps do that, and after a 6 months of so of calls and prompts, then offer to stop calling / prompting for $10 a month.
At a certain net-worth, they'll start calling you on a regular basis trying to get you to do the same.
It's all pretty annoying. Perhaps do that, and after a 6 months of so of calls and prompts, then offer to stop calling / prompting for $10 a month.