Henrique Ribeiro is a registered investment advisor at Future Capital, based in Chattanooga, TN, with 1 years of industry experience. Henrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,714 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Future Capital manages investments for retirement accounts and IRAs. Here's how the fees work:
- Employer-sponsored retirement accounts: Up to 1.25% per year, capped at $5,000 annually per account. Fees are deducted from the account.
- Employer-sponsored retirement subscription accounts: 0.60% per year, subject to a minimum monthly fee of $15.00. Fees are billed monthly.
- IRA and retail accounts: 1.25% annually, capped at $5,000 per account. Fees are deducted from the account.
Location
1110 Market Street, Suite 402, Chattanooga, TN, 37402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Future Capital
State Registrations1 state
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