Financial Action, operating under names like Financial Future Services and Elevated Financial Planning, manages investment portfolios and provides financial planning services for individuals, families, trusts, retirement plans, and businesses. The firm builds portfolios primarily using stocks, bonds, mutual funds, exchange-traded funds, and occasionally alternative investments, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. Financial Action offers both discretionary investment management, where professionals make trades on the client's behalf, and non-discretionary services. Additionally, the firm provides standalone or ongoing financial planning covering retirement, taxes, insurance, education, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable at the firm's discretion. Related client accounts may be aggregated for fee calculation purposes.