FUTUREADVISOR, INC.
San Francisco, California
3.2
6 Reviews
Futureadvisor, Inc., a local investment advisory firm based out of San Francisco, CA, is dedicated to providing comprehensive financial solutions to individuals and employer 401K plans. With one office, the company boasts a team of 20 talented professionals, six of whom specialize in investment advisory services. Their collective expertise enables them to manage a substantial amount of assets under management, averaging around $108,150,000 per investment advisor, in line with industry standards. Futureadvisor, Inc.'s compensation structure encompasses various types, including a percentage of assets under management, ensuring a st...
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Assets Under Mgmt

$648.9M

Investment Professionals

6

Locations

0

% 401K & Individual

65%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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