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

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

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

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