& be up to date!
FutureAdvisor is an all-inclusive investment management service. The company is the brainchild of data scientists, finance specialists, and computer programs. The company offers free services along with a comprehensive retirement analysis. FutureAdvisor manages investments held by Fidelity and TD Ameritrade.
The robo-advisor is good for current Fidelity and TD Ameritrade account holders, hands-off investors seeking financial advisor access, and DIY investors. And investors with at least $10,000.
FutureAdvisor offers free portfolio analysis and an upgraded service to manage your portfolio. Accounts supported include accounts with Fidelity and TD Ameritrade, and direct management of individual and joint non-retirement accounts, traditional and Roth, rollover, and SEP IRAs.
Account Minimum: $10,000
Management Fee: 0.50% (Premium service)
College Savings – Get free advice to create an optimized plan for your children’s future education. FutureAdvisor can open and manage your 529 accounts and handle disbursements to the school.
Investing Library – Access an entire library of free articles and educational content.
Free tools and advice: You have two offers: a free portfolio analysis service and FutureAdvisor Premium, which is the direct management of investments and carries a 0.50% management fee.
If you’re looking for a second opinion of your investment, you can use the free version to do a portfolio analysis.
Accounts held at TD Ameritrade or Fidelity (for FutureAdvisor Premium): You get the perks of a robo-advisor with a trusted online broker.You will need to move your accounts from another broker to Fidelity or TD Ameritrade for the Premium service.
Financial advisor support: FutureAdvisor is a hybrid robo-advisor and an advisory service. Clients get access to a team of financial advisors through chat, email, and phone, five days a week.
Choose the option that’s right for you:
Once you sign up, you will be asked to answer a series of questions so that the app can get a feel for your current goals and your comfort with different risk levels. At that point, they will provide a free evaluation that’s personalized to you! Once you get the free evaluation, it’s up to you if you’d like to invest or not.