FutureAdvisor Online Financial Advisor and Investing Advice

  • FutureAdvisor is an online investment robo-advisor that automatically manages your investments.
  • Manage investments holistically by linking external accounts to ensure each account’s benefits (tax deferrals or flexible investment options) are maximized.
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FutureAdvisor is an online investment robo-advisor that automatically manages your investments. It uses modern portfolio theory (or MPT) to build and maintain a portfolio to maximize your return based on certain levels of risk indicated by your investor profile. Your money stays with established institutions you know such as TD Ameritrade and Fidelity

  • Licensed advisors and service specialists are ready to help you understand what’s going on in your portfolio.
  • Proprietary algorithm to monitor trading and review your portfolio daily for tax-saving opportunities.

Learn more FutureAdvisor FAQ

Additional information

Investing Type

Automated Investing

Key Features

Automatic Deposits, Automatic Rebalancing, Tax Loss Harvesting

Minimum Deposit

$10,000

Investments Available

Bond ETFs, Index Funds, Stock ETFs

Investment Portfolio

Modern Portfolio Theory (MPT)

Fees

0.5%/yr Management Fee

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