Futura Asset Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$300M
Clients35
Advisors1
Avg. per Client$8.5M
Avg. per Advisor$300M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

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.

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Location

1 Advisors at this firm