Fruition Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fruition Advisors provides comprehensive financial planning and directs clients to third‑party advisors while monitoring those advisors on the client’s behalf. The firm’s clients are individuals and the brochure discloses a portfolio minimum of $1,000,000 and a small roster of clients (32).
Fruition does not manage or custody client assets and does not accept discretionary trading authority; instead it focuses on advising on asset allocation and referring implementation to outside managers, citing Modern Portfolio Theory as the primary framework. Client accounts are reviewed at least quarterly and Fruition discloses that all investment implementation is dependent on the selected third‑party advisors.
Notable differences from many peers include reporting zero assets under management as of December 31, 2024 and deriving compensation through fee shares from the third‑party advisors to which it directs clients, a relationship the firm discloses as a potential conflict of interest. The firm is a single‑advisor CFP® practice with a limited client base and a clear focus on serving higher‑balance individual clients rather than smaller retail accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001+: 0.65%
Account minimum: $1,000,000 (may be waived)
Main office
Berkeley CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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