FUTR Wealth Management provides financial planning and investment management services tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers areas like investments, insurance, taxes, retirement, college, and debt. Investment management includes creating a personalized investment policy and selecting a portfolio to match the client's situation. FUTR generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, and other securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are based on the risk classification of the assets. Cash Equivalents: 0.25%, Conservative: 0.50%, Moderate: 1.00%, Aggressive: 1.50%. There is also a $50 quarterly financial planning fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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