FUTR Wealth Management offers financial planning and ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates a personalized Investment Policy Statement and guides clients through asset allocation and selection across various investment types, including mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and private placements. FUTR Wealth Management operates as a legally required fiduciary for retirement accounts, ensuring advice is given in the client's best interest. Services are structured around different risk classifications—cash equivalents, conservative, moderate, and aggressive—with fees varying accordingly. The firm does not have trading authority to make trades without asking first, does not take custody of client funds, and does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by risk classification: Cash Equivalents at 0.25%, Conservative at 0.50%, Moderate at 1.00%, and Aggressive at 1.50% of the portfolio value.