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Contents
Future Capital‘s advisory services and account management make it easy to plan and invest for retirement by automating the day-to-day work of managing your retirement accounts. Let’s dive into Future Capital and all they have to offer below.
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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 plan and invest in a portfolio that’s appropriate for your age, within the strategy of your choice. 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
The initial retirement review and advisory services are complimentary. From there, Future Capital uses a monthly subscription model that scales with your account balance. It starts at $9 per month for the first $50,000, and then $20 monthly for each additional $50,000 managed.
Bottom Line
Future Capital helps you make the most out of your retirement savings with advisory services, account management and retirement planning. All for a relatively low fee. The platform provides personalized support and resources so you can reach your retirement goals.
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