Real Investment Management At One Low Price

Conventional advisors charge 1% or more

FutureAdvisor cuts those fees in half

Free for the first three months if you sign up now

Do It Yourself

Free for everyone
  • Holistic Portfolio Analysis
  • Personalized Recommendations
  • Detailed Action Plan
  • Rebalancing Reminders
  • 401(k) Advice
Go Basic

Premium - Let Us Do It For You

0.5% annual fee on investable assets
  • Tax-Efficient Portfolio Transition
  • Automated, Smart Rebalancing
  • Automated Tax-Loss Harvesting
  • Tax-Aware Portfolio Construction + Trading
  • Smart Cash Contributions
  • Access to Professional Financial Advisor
  • 401(k) Advice

FutureAdvisor Premium - Less than $10/week for a $100,000 account

FutureAdvisor charges an annual advisory fee of 0.5% of directly managed assets, paid quarterly, to cover all services. Traditional advisors typically charge over 1%. Because we invest your money in low-cost, tax-efficient ETFs, rather than higher-cost actively managed mutual funds, investors find the savings can be even more dramatic. Sound like a good deal? We agree.

No additional fees are incurred, but for the underlying cost of the ETFs in your portfolio – a very low expense, averaging 0.15%. You will pay few, if any, trading commissions, no custodial fees, and there are no hidden fees.