Futura Asset Advisors provides investment advice and portfolio management services, including allocating assets among cash, stocks, mutual funds, bonds, and alternative investments. Futura also offers non-asset-based consulting services, such as asset allocation strategies and investment strategy analysis. Futura manages private funds for accredited investors. Futura uses third-party investment managers to manage client assets.
Futura charges clients for investment management services either on a fixed basis or as a percentage of the value of the assets they manage. The percentage-based fee can be up to 1% annually, and is negotiable depending on the services provided, portfolio size, investment objectives, the investment strategy used, and the complexity of the client's needs. Fees are billed quarterly, at the start of the following calendar quarter.