❓ FAQ
Frequently Asked Questions
Quick answers to common questions about our services, processes, and policies
Our standard wealth management accounts require a minimum of $25,000. However, we offer starter investment accounts beginning at $5,000 for younger investors and those just beginning their wealth-building journey. Contact us for personalized guidance.
We operate on a transparent fee-only model. Advisory fees range from 0.50% to 1.25% annually based on assets under management. There are no hidden charges, commission-based conflicts, or performance fees. Full fee disclosure is provided before engagement.
Absolutely. Client assets are held at SIPC-insured custodians. We employ 256-bit encryption, multi-factor authentication, and continuous monitoring. Future Asset Planning is SEC-registered and FINRA-compliant with strict regulatory oversight and annual third-party audits.
Most liquid investment accounts allow withdrawals within 1-3 business days. Some specialized investments may have longer redemption periods which are clearly disclosed upfront. Emergency liquidity provisions are available for qualifying accounts.
We offer home mortgages, personal loans, commercial business loans, auto financing, and home equity lines of credit. Each product features competitive rates, flexible terms, and a streamlined application process with dedicated loan officers guiding you.
You can schedule a free consultation through our website contact form or by email contact@futureassetplanning.com. We typically respond within 2 business hours and can accommodate virtual or in-person meetings at your convenience.