Fruitage Financial offers portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and pension plans. Fruitage Financial creates tailored investment plans and monitors portfolios regularly. Financial planning covers investment, retirement, college, and estate planning, as well as debt management. Fruitage Financial also offers financial consulting services, including budget planning and business succession planning. They utilize third-party platforms like AssetMark and SEI.
Assets Under Management$79M
Clients53
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$79M
www.linkedin.com/company/fruitage-financial ·www.fruitagefinancial.com ·www.linkedin.com/in/jameskingff
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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