FutureAdvisor Online Financial Advisor and Investing Advice

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

Account Types	401(k) Rollover, 529 Plan, Individual (taxable), Joint (taxable), Roth IRA, SEP IRA, Traditional IRA
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