Options to Fit Your Needs
Our No Commission Fee Structure For Individuals & Households
Here at Future Wealth LLC, we understand that you shouldn’t have to pay 2-3% per year in advisory fees, management fees, transaction fees and hidden fees to get investment advice from someone that has neither worked on Wall Street nor is willing to give your portfolio full attention.
At Future Wealth, we believe that ETFs offer the most compelling fee structure and exposure to an investor. Through judicious selection of ETFs and stocks, we can build a portfolio that fits your risk profile while keeping management fees low.
We have created a fee structure that will not exceed 1% per year*. Contact us to find out how we choose low cost investments and provide superior advisory services.
Please call Future Wealth LLC at (408) 839-4430, or via email at [email protected].
We look forward to working with you!
Actively Managed Portfolios
There is a $100,000 minimum and depending on the amount invested, advisory fees varies from just 0.5% per year to 0.7% per year. These low fees combined with low expense ratio of <0.3% for the ETFs we recommend, gives you abundant portfolio choices based on your risk profile at a total cost of <1% per year (on investments above $900K). We do not take a commission on any of the products we recommend and as such, we put the interests of our clients first.