Alison Davies is a CFP-designated registered investment advisor at Fruition Advisors LLC, based in Berkeley, CA, with 15 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fees are paid quarterly in advance or arrears, depending on the third-party advisor selected. Existing clients may have a different fee structure. Fees may be negotiable.
Fee Estimator
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fruition Advisors LLC
Previous Registrations
V.H. King Associates
State Registrations1 state
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