![]() ![]() Each version offers access to different features, with a focus on different customer needs. ![]() ![]() Quicken offers a subscription service, billed annually, with multiple versions of its software available. Here’s the fee breakdown: Assets Under Management Personal Capital advisor services are only available to clients with $100,000 of investable assets (or more), with fee discounts available to clients with more funds to invest. Personal Capital does, however, offer a premium investment management service through Personal Capital Advisors, which charges an assets under management (AUM) fee for portfolio management, starting at 0.89%. Personal Capital is a free app that doesn’t charge any fees. There are several versions of Quicken available as a subscription, with different features for each version. Debt tracking, management, and planning.Advanced budgeting tools with detailed reports.Quicken offers a comprehensive suite of money management tools, including: QUICKEN PERSONAL FINANCE ANDROIDQuicken is still available as a desktop application for both Mac and Windows, as well as a companion app for iOS and Android devices. Quicken is one of the oldest budgeting and expense tracking platforms around, offering a downloadable desktop application since 1983. Read more: Do You Need a Financial Advisor? About Quicken Personal capital is available online and as a mobile app for both Android and iOS phones. Personal Capital users with a $100,000 net worth (or higher) also receive personalized portfolio management services, including access to a dedicated, licensed financial advisor. Cash management account with up to $1.25M FDIC insurance. ![]()
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