Assets Under Management
$60.5M
Number of Clients
205
Number of Advisors
7
Average Client AUM
$295K
AUM per Advisor
$8.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Future Capital Management provides custom, discretionary investment management services through a wrap fee program, using a tactical allocation strategy. They may use various securities and instruments. Fees are based on portfolio assets and are negotiable. The wrap fee includes advisory and brokerage services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104