Future Financial Wealth Management Group, LLC

Future Financial Wealth Management Group, LLC is an SEC registered Investment Adviser based in Ohio, offering wrap fee programs tailored to individual client needs. Their Wealth Management Service includes asset management and financial planning, with investment portfolios comprising various securities like ETFs, mutual funds, and individual stocks. The firm charges advisory fees based on a tiered structure tied to the market value of assets under management, with fees payable quarterly in advance. Clients can impose reasonable restrictions on investments, and the firm practices passive investment management primarily. Future Financial's investment analysis methods include fundamental, technical, cyclical, and charting analysis, with a focus on providing individualized investment advice. The firm discloses material risks associated with their strategies, such as market risk, strategy risk, and interest rate risk. Clients receive regular account reviews and reports, and the firm does not receive economic benefits from third parties for client advice. Additionally, the firm may engage in promoter arrangements for client referrals, with referral fees paid based on a portion of management fees. Future Financial maintains a Code of Ethics emphasizing integrity, objectivity, and professionalism in client dealings.