Future Capital is an advisory service and account management platform that makes it easier to plan and invest for retirement by automating the day-to-day work of managing your retirement account. Continue reading to leanr more about Future Capital and all they have to offer.
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Future Capital Features
Future Capital provides institutional investment advice and management at a low cost (more on pricing later). They take the work out of managing your 401(k) by analyzing your account and ensuring your money is allocated properly.
When you join Future Capital, you get an initial retirement review which covers where you stand today in planning for your retirement, as well as active account management, professional investment research, counseling and advice. Future Capital will research those mutual funds available through your retirement plans and invests it into a portfolio that aligns with your age., within the strategy of your choosing. They’ll do ongoing research of the mutual funds and make any changes needed to your portfolio, including adjustments to fund lineup changes and regular rebalancing. Other features include:
Future Capital Dashboard
Future Capital’s dashboard lets you see all your investments – retirement accounts and others – at once, to get a clear look at your entire financial picture. 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 using funds selected by a leading institutional money manager and designed with everyone in mind. Plus, there’s zero minimum balance.
Financial Wellness Education
Future Capital provides a blog with resources on how to plan and invest for a secure retirement.
Future Capital Fees
Future Capital uses a monthly subscription model that scales with the amount of money in your balance. The initial retirement review and advisory services are complimentary. The starting fee is at $9 per month for the first $50,000, and then $20 monthly for each additional $50,000 managed.
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Bottom Line
Future Capital is a platform that helps you make the most out or your retirement funds with advisory services, account management and retirement planning. The best thing about this services is that it is relatively low in cost. The platform is a great place to get personalized support and resources for your investment needs. For more posts like this, check out our list of the best brokerage bonuses.
(Click the link above to learn more about Future Capital)
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