Future Capital lets you plan and invest your future all on the same platform. They help their clients build strong financial futures by partnering with banks and retirement providers to offer managed account services.
If you’re interested on investing for your retirement, continue reading to learn more about Future Capital.
Future Capital Features
Future Capital provides institutional investment advice and management at low cost. They make it easier for you and do all of the work by managing your 401(k) by analyzing your account and ensure your money is allocated properly.
Once have a Future Capital account, you’ll receive an initial retirement review that covers where you stand today in planning your retirement, as well as active account management, a professional investment research, counseling and advice.
Future Capital will then research those available mutual funds through your retirement plan and then invest in a portfolio that fits your age within the strategy of your choice. Then they’ll continue the research of mutual funds and make any changes that’s needed to your portfolio like adjustments to fund lineup changes and regular balancing. You also get access to features like:
Future Capital Dashboard
See all your investments in your dashboard, you can see your retirement account and otehrs, so you can get a clear look at your entire financial picture. Not only that, the platform connects with all of the largest retirement account providers, including Fidelity, TIAA, Vanguard and more!
Future Capital IRA
Future Capital’s IRA is built around using the funds selected by a leading institutional money manager and designed with every in mind. There’s zero minimum balance.
Financial Wellness Education
You get resources provided by Future Capital on how to plan and invest for a more secure retirement.
Future Capital Fees
You’ll get complimentary initial retirement review and advisory services. Future Capital uses a monthly subscription model that scales with your account balance. It starts $9 per month for the first $500,000 and then $20 monthly for each additional $50,000 managed.
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Conclusion
Get the most out of retirement savings with Future Capital‘s advisory services, account management, and retirement planning for a low fee. Their platform gives clients personalized support and resources, so you can reach your retirement goals.
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