Future Wealth LLC offers consulting and investment management services to retirement plan sponsors. They assist plan sponsors in understanding their responsibilities, developing prudent practices, and documenting their decisions. Future Wealth also provides services to individual investors interested in financial planning and portfolio management, but these are described in a separate brochure.
Assets Under Management$76M
Clients29
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$76M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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