Pricing Table Calculations

Estimate your savings based on your investments

Starting Account Balance

Savings Over 20 years*

Optimal Fee Starts at

Micro

Deluxe

Optimal

*Savings in fees is calculated by assuming a 20 year investment horizon at the starting account balance selected, and a fixed 8% annual market return with an advisor fee of 1%/year based on account value collected monthly vs FutureSafe's variable monthly fee based on account value.

Compare our Packages

MICRO
Starter INVESTING

FREE

For accounts up to $10,000
Free based on account balance

Get Started

Free for accounts up to $10,000
A great way to test drive FutureSafe

High-Performance ETF Portfolios 

Curated ETFs designed to minimize or eliminate brokerage fees

Integrated Interest-Rate Risk Management

Custom Upside Target and Safety Net with Access to All Preset Goals

ETF-Level Tax-Loss Harvesting

Link your other investment accounts and get a holistic view (and recommendations) free.

 

DELUXE
Monthly Fee Starting at

$1 / month

$10,000 minimum balance
Fees based on account balance

Get Started

Integrated Interest-Rate Risk Management

Custom Upside Target and Safety Net with Access to All Preset Goals

Curated ETFs designed to minimize or eliminate brokerage fees

ETF-Level Tax-Loss Harvesting

Flat Fee of $1 / month for accounts up to $50,000. $10 / month for accounts up to $125,000. $25/month for accounts up to $250,000.

Link your other investment accounts and get a holistic view (and recommendations) free.

OPTIMAL
Monthly Fee

$50 / month

$250,000 minimum account balance.  Fees based on account balance

Get Started

High-Performance Direct Indexing Portfolios Institutional-Grade High-Performance Stock portfolios through Direct Indexing

Advanced tax-optimization Stock-Level Tax-Loss harvesting, Long Term Gains Sheltering

Exclusions and Customization Stock-Level exclusions and Advanced customization

Fully Managed Account Rebalancing, trading, buys, sells, dividend reinvestment: set your goal for the account, and we take it from there!

Link your other investment accounts and get a holistic view (and recommendations) free.

WE BELIEVE EVERYONE SHOULD HAVE ACCESS TO INVESTMENT TOOLS

New to investing? Isn’t it time to be
getting more from your money. 

MANAGE YOUR risk

Within your risk level at a fraction of the cost. FutureSafe is powered by an engine that is backed by Nobel Prize winning research.

DESIGNED TO HELP YOU

Wherever you are in your life journey. Whether you are saving, investing or spending, FutureSafe is built to work for you.

tax Harvesting

FutureSafe’s technology automates tax saving strategies such as tax loss harvesting and so much more.

Still have questions? We have answers. Click here

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Disclaimers: This Website is owned and maintained by Optimal Asset Management Inc. (“OAM”), an SEC-registered investment adviser under the Investment Advisers Act of 1940. For more details, see our Form ADV Part 2A and our Privacy Policy. By using this Website, you accept our Terms of Service

OAM’s investment advisory services are currently available only to residents of the United States. OAM provides its investment advisory services only to individuals/institutions who become OAM clients pursuant to a written investment advisory agreement. Articles, commentaries, investment strategies, our risk control playground tool and other content provided by OAM on or through the website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment strategies are estimates only, based upon our scientific and data-driven algorithmic analysis. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.

Investment management and advisory services are provided by Optimal Asset Management (“Optimal”), an SEC registered investment adviser. Optimal is not a bank. Assets are invested in exchange-traded fund securities, and are therefore not FDIC-insured. However, the securities are SIPC-insured up to $500K per account. SIPC does not protect against the decline in value of your securities; it does protect the custody of such securities.

Before investing, consider your investment objectives and consult with your Registered Investment Advisor for more information.

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