David Fortin is a CFA-designated registered investment advisor at Futuremoney RIA, based in Manchester, NH, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 35,072 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Starter plan charges 2.0% annually. Pro and Generations plans charge lower management fees of 0.25% and 0.20% respectively for balances above certain thresholds, plus separate monthly or annual subscription fees.
Fee Estimator
Location
500 North Commercial Street, Suite 502, Manchester, NH, 03101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Futuremoney RIA
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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