Fruitful Advisory is a registered investment advisor based in New York City that provides web-based financial planning and investment management services. Advisory services are offered to clients who maintain an active membership with its parent company, Fruitful, Inc. Through a secure online portal and guidance from licensed professionals, Fruitful Advisory helps clients build personalized financial plans known as Money Maps. These plans cover goal visualization, cash flow optimization, retirement planning, asset protection, and investment management using diversified exchange-traded funds and index funds. The firm operates on a subscription membership model rather than charging traditional fees as a percentage of your portfolio.

Assets Under Management$25M
Clients351
Advisors18
Avg. per Client$72K
Avg. per Advisor$1.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Investment management services are included at no additional cost for clients who maintain an active membership with Fruitful, Inc. The cost of membership is separate from any third-party trading or custodial fees you may incur.

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Location

18 Advisors at this firm