What Is FutureAdvisor?

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.

FutureAdvisor is Good For

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.

FutureAdvisors Offers and Fees

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.

What Differentiates FutureAdvisor?

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.

How To Get Started With FutureAdvisor

Choose the option that’s right for you:

  • Have FutureAdvisor do it for you and manage your investments (0.5% annual management fee of assets managed
  • Try it yourself and see how you can improve your investments (no fee)

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.

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