Future Financial Wealth Management Group manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include evaluating a client’s current and future financial state. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$190M
Clients218
Advisors2
Avg. per Client$890K
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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