Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
Fee Estimator
You'll pay an annual investment management fee based on your portfolio size (see rates in table). For example, a $600,000 account would be calculated monthly as follows: ($600,000 x 1.25%) / 12 = $625 monthly (or $7,500 annually). These fees are negotiable. The investment management fee includes most costs charged by the executing broker-dealer. Future Capital also offers non-securities related tax planning and preparation services.
Areas of Practice
Advisor Information
Office location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
Get directionsRegulatory History (1)
Customer Dispute
May 2018Other Business ActivitiesSells Insurance
Justin co-owns Countertop Concepts Co, LLC, which sells and installs stone countertops, dedicating minimal time. He also co-owns Driven Media, LLC, a website design and maintenance business, also dedicating minimal time. Justin is a licensed insurance producer with Future Capital Management, spending a few hours per week working with various insurance companies.