Future Capital Management offers investment management through a wrap fee program, managing portfolios based on client objectives using a tactical allocation strategy. They also offer financial planning and consultation services, including retirement planning, tax optimization, and estate planning. Future Capital may recommend third-party money managers or robo-advisors for some clients. The firm's Investment Committee establishes and maintains proprietary investment model portfolios.
Assets Under Management$79M
Clients356
Advisors7
Avg. per Client$220K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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