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The Premium Version Also known as their Wealth Management program, Personal Capital’s premium program includes active management of your investment portfolio. Like other similar products, they first determine your risktolerance, personal preferences, and investment goals.
I had been working with the couple for roughly three years and determined in our first few meetings that his SEP was in a lower cost allocation fund based on his risktolerance. The spouse of a client of mine recently asked me to provide a proposal for managing his SEP IRA, which he held directly at JPMorgan. Jane Mepham.
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