A complete list of active advisors currently associated with Fractal Financial Design, LLC
Warmer can help you find a great advisor at Fractal Financial Design, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management primarily for younger, currently employed high-net-worth individuals, along with services for estates, trusts and business entities. It bills on an assets-under-management basis and delivers individualized investment advice tailored to each client’s financial position. Investment strategies emphasize active trading of exchange-traded equities and related derivatives, with a regular use of covered-call overlays to generate income. Portfolios also include preferred stocks, ETFs, mutual funds and bonds to preserve liquidity, and the firm conducts near-daily account reviews while discouraging ad hoc client trading that could interfere with strategy execution. The firm is led by a Certified Public Accountant and offers tax-preparation services through the advisory entity, and the principal also serves in an appointed county finance role — an operating profile that is uncommon among independent advisers. With roughly $37.1 million in assets under management for about 49 clients, the firm combines individualized active trading and option income strategies with an accounting background that may appeal to clients seeking integrated investment and tax-aware advice.
To learn more about the advisors currently working at Fractal Financial Design, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Litchfield, OH
| 12
|
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