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
Windsor, CO
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Donna is a real estate broker associate with Cobalt Realty, LTD since 2014, assisting with brokering real estate transactions. This takes about 35-50 hours per month.