Fractal Financial Design is an independent investment firm offering customized, active-trading strategies to high-net-worth clients. Fractal tailors advice to each client's specific needs and financial situation. Clients give Fractal authority to make trades without asking first, and are discouraged from making specific investment requests. Fractal may end the relationship if clients make excessive demands or expect unreasonable performance.
Assets Under Management$31M
Clients51
Advisors1
Avg. per Client$620K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are individually contracted and not to exceed 1.5% of assets under management. An annual flat technology fee is also levied on active accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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