Future Finances Inc. (FFI) offers personalized financial planning and investment management services. Their advice covers financial objectives, problem identification, cash flow, tax and retirement planning, insurance review, education funding, and estate planning. FFI uses a limited power of attorney to place trades for clients, who maintain asset control. FFI also offers annuities, insurance, stocks, bonds, mutual funds, and limited partnerships, or other commissioned products.
Assets Under Management$300M
Clients288
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fee schedule may be lower based on the needs and financial complexity of the individual.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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