Fruit of the Vine Financial (FOTVF) offers investment management and financial planning services. FOTVF develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, retirement planning, and tax strategies. FOTVF may recommend third-party professionals but receives no compensation from them.
Assets Under Management$480K
Clients7
Advisors1
Avg. per Client$68K
Avg. per Advisor$480K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. FOTVF may also bill a flat fee for investment management, not to exceed 2.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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