Fruitful Advisory provides financial planning and investment management services to individuals who are members of Fruitful, Inc. Financial planning involves evaluating a client's current and future financial state to predict future cash flows and asset values. Investment management services help clients develop insight about the financial markets and tailor their investment strategy. These services are offered at no additional cost to clients who have an active subscription to Fruitful Inc.’s financial wellness membership.
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.