FutureMoney RIA provides investment advice and services to individual investors through a mobile app. They offer investment options like taxable accounts, Roth IRAs, traditional IRAs, and 529 plans. The app helps clients set up recurring deposits and visualize potential asset growth. An algorithm selects an investment model based on the client's financial profile and goals. The firm manages accounts on a discretionary basis, rebalancing as needed.
Assets Under Management$460K
Clients8,174
Advisors1
Avg. per Client$57
Avg. per Advisor$460K
Fee Structure
Minimum Investment:$1
Investment management only (planning not offered)
FutureMoney RIA charges a wrap fee that covers investment advice, trading, and custody services. There are a few plan options:
- FutureMoney Starter Plan: 2% per year of your total account balance.
- FutureMoney Pro Annual Plan: $48 per year.
- FutureMoney Pro Monthly Plan: $5 per month.
If your total account balance exceeds $20,000, you will only pay 0.25% per year.
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