The Future Fund provides investment advice, primarily in publicly traded equity securities, to high-net-worth individuals, institutional clients, and registered investment companies. For separate accounts, Future Fund offers customized services based on individual client needs. The firm manages separate accounts and exchange-traded funds (ETFs).
Assets Under Management$37M
Clients2
AdvisorsN/A
Avg. per Client$18M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
The Future Fund does not have a standard fee schedule for separate accounts. Management fees are negotiable and may differ from client to client. The fees are calculated and paid according to each separate account's governing documents. The Future Fund charges the ETFs an annual management fee before waiver of between 0.75% - 1.00% based on each ETF’s average daily net assets.
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Location
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