Futureproof Finances LLC
Futureproof Finances LLC (CRD# 168813) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $10,950,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$995,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Roy Rosner (CRD# 6238694) is an Investment Advisor Representative working at Futureproof Finances LLC in West Palm Beach, FL and has over 3 years of experience in the finance industry.