Mary Rush is a CFP-designated registered investment advisor at Fruitful, based in New York, NY, with 5 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 189 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fruitful Advisory offers investment management services as part of a Fruitful, Inc. membership. To access investment management, you must subscribe to Fruitful, Inc.'s membership, which costs:
- Solo (1 member): $98/month, $275/quarter, or $998/year
- Joint (2 members): $148/month, $415/quarter, or $1,498/year
These membership fees do not include brokerage commissions or other transaction fees.
Location
335 Madison Ave., 3rd Fl, New York, NY, 10017
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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.
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Mary provides private dance instruction since 2004, dedicating about 10-20% of her time. This activity is not investment-related and involves teaching private dance lessons at her private residence in Verona, NJ.
Employment History
Current Registrations
Fruitful
Previous Registrations
Fruitful
Slp Wealth
Stash Wealth, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.