Future Capital provides retirement planning and investment management services through a proprietary tool that uses client data and third-party investment models. They offer both discretionary and non-discretionary investment management. Future Capital's services are tailored to individual client needs and goals, and they rebalance portfolios at least quarterly. They work with retirement plan sponsors and individual clients.
Assets Under Management$1B
Clients12,714
Advisors2
Avg. per Client$81K
Avg. per Advisor$510M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15
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.
Loading...