Specials

Our Services

Welcome to Futurin, where we empower our clients to take control of their financial futures. Our comprehensive range of investment services is designed to cater to individuals and businesses, no matter where you are on your investment journey. Below, we outline the key services we offer, complete with insights on pricing and what you can expect from us.

1. Individual Investment Accounts

At Futurin, we understand that every investor has different goals. Our Individual Investment Accounts (IA) provide a personalized approach to help you achieve your financial aspirations.

  • Standard IA: Our standard accounts offer a mix of equities, bonds, and mutual funds tailored to your risk profile. Price: $200 annual fee
  • Retirement IA: Focus on long-term growth with tax-efficient strategies designed for retirement savings. Price: $250 annual fee
  • High-Net-Worth IA: Customized investment strategies for clients with significant assets. Price: $500 annual fee

2. Portfolio Management

Managing investments can be time-consuming and complex. Our Portfolio Management service takes the burden off your shoulders by actively managing your investments based on your objectives.

  • Active Management: A dynamic approach to asset allocation and selection aimed at outperforming the market. Price: 1.0% of assets under management
  • Passive Management: Focused on utilizing index funds and ETFs to match market performance with minimal fees. Price: 0.5% of assets under management

3. Financial Planning

Our comprehensive Financial Planning service offers a holistic overview of your financial situation and helps you map out a strategic plan for your investments.

  • Comprehensive Financial Planning: Involves an in-depth analysis of income, assets, debts, and financial goals. Includes retirement, education, and estate planning. Price: $1,000 one-time fee
  • Retirement Planning: Specialized strategies to maximize your retirement savings and ensure income longevity. Price: $750 one-time fee

4. Investment Advisory Services

Receive tailored advice from experienced investment professionals who understand market dynamics and can provide insights to optimize your portfolio.

  • Consultation Services: One-on-one sessions to discuss your financial goals and investment strategies. Price: $150 per hour
  • Full-Service Advisory: Ongoing advisory with regular reviews and updates of your investments. Price: 0.75% of assets under management

5. Wealth Management

Our Wealth Management service is designed for clients with substantial assets, providing comprehensive strategies to manage and grow your wealth.

  • Customized Wealth Management: Individualized wealth management incorporating estate, tax, and investment strategies. Price: 1.25% of assets under management
  • Legacy Planning: Developing a strategy to ensure your wealth is passed on according to your wishes. Price: $2,500 one-time fee

6. Retirement Solutions

Planning for retirement is crucial, and at Futurin, we offer a suite of retirement solutions to prepare you for this important phase of life.

  • 401(k) Management: Full-service management of your company’s 401(k) plan, including investment fund selection and compliance. Price: 1.0% of assets under management
  • IRA Services: Managing your Individual Retirement Accounts with strategic investment options. Price: $250 annual fee

7. Market Research and Insights

Staying informed about market trends is essential for any investor. Our research team provides valuable insights and analysis to help you make informed decisions.

  • Market Reports: In-depth reports on market trends, forecasts, and sector analyses. Price: $500 per report
  • Subscription Service: Regular updates and insights delivered to your inbox. Price: $100 monthly

8. Tax Optimization Strategies

Minimizing your tax liability through effective investment strategies can significantly impact your financial health. Our tax optimization services ensure you’re making the most of your investments.

  • Tax-Efficient Investment Strategies: Advice on how to structure your investments to maximize tax efficiency. Price: $300 one-time fee
  • Tax Preparation Services: Providing assistance with preparation of tax returns and related documentation. Price: Starting at $400

9. Educational Seminars and Workshops

At Futurin, we believe in empowering our clients with knowledge. We conduct regular seminars and workshops covering various investment topics.

  • Workshops: Interactive sessions on specific investment strategies or financial planning topics. Price: $75 per participant
  • Webinars: Online sessions covering market insights, investment tips, and strategies. Price: Free for registered clients

10. Cryptocurrency and Digital Assets Consultation

The rise of cryptocurrency has transformed the investment landscape. Our experts guide you through the complexities of crypto investments.

  • Crypto Investment Advisory: Personalized advice on cryptocurrency investments and portfolio diversification. Price: 1.5% of assets under management
  • Digital Asset Management: Managing your crypto portfolio with a focus on security and performance. Price: $300 annual fee

Why Choose Futurin?

Futurin is committed to delivering exceptional services tailored to your needs, ensuring your investments are managed with precision and care. Here’s why to choose us:

  • Experienced Professionals: Our team comprises seasoned investment experts with a proven track record.
  • Client-Centric Approach: We prioritize your goals and customize our services accordingly.
  • Comprehensive Solutions: From planning to execution, we provide a full spectrum of investment services.
  • Transparency: No hidden fees or surprises; our pricing is clear and straightforward.
  • Education and Support: We strive to keep our clients informed and educated, helping you make sound decisions.

Contact Us

Ready to take the next step in your investment journey? Contact us today to learn more about our services and how we can help you achieve your financial goals. At Futurin, your future is our priority.
James Smith