Future Capital Management INC.
Assets Under Management
$60.5M
Number of Clients
205
Number of Advisors
7
Average Client AUM
$295K
AUM per Advisor
$8.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Future Capital Management offers custom, discretionary investment management services through a wrap fee program. They employ a tactical asset allocation strategy to reduce risk and increase performance, utilizing various securities and instruments. The firm measures and selects mutual funds based on criteria like manager tenure and performance.
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
Location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104