Financial Futures LLC offers personalized financial planning and investment management. Services include financial goal setting, cash flow management, retirement planning, tax planning, insurance review, investment management, education funding, and estate planning. FFLLC is compensated solely by client fees, not commissions. Clients make the final investment decisions. FFLLC places trades with discretionary authority.
Assets Under Management$220M
Clients180
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...