David Fortin is a CFA-designated registered investment advisor at Futuremoney RIA, based in Manchester, NH, with 1 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 8,174 clients with $460K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FutureMoney RIA charges a wrap fee that covers investment advice, trading, and custody services. There are a few plan options:
- FutureMoney Starter Plan: 2% per year of your total account balance.
- FutureMoney Pro Annual Plan: $48 per year.
- FutureMoney Pro Monthly Plan: $5 per month.
If your total account balance exceeds $20,000, you will only pay 0.25% per year.
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.
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Current Registrations
Futuremoney RIA
State Registrations52 states
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