Financial Action, Inc. (FAi) offers financial planning and investment advisory services. Financial planning includes limited and full financial planning services. Investment advisory services are provided on both a discretionary and non-discretionary basis. FAi manages portfolios using mutual funds, fixed income assets, exchange-traded funds, stocks, unit investment trusts, and cash or money market accounts. FAi may serve as the advisor on assets held with Financial Action and its clearing firm Charles Schwab or provide advice on assets held with other firms.
Fee Structure
Financial Action, Inc.'s fees for investment advisory services are negotiated between you and your advisor, ranging from 0.65% to 1.5% of your portfolio value. These fees do not include full financial planning services.