Updated:
Fruitful
Fresh Fuel for a Fruitful Future. | Let's be honest: wanting to live sustainably can feel overwhelming. The headlines are heavy, the choices seem...
Overview
Fresh Fuel for a Fruitful Future. | Let's be honest: wanting to live sustainably can feel overwhelming. The headlines are heavy, the choices seem complicated, and it's easy to feel like nothing you do is enough.
General information
Firm type
Asset Manager
Year founded
2022
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What qualifications do the Fruitful Guides hold?
Every Fruitful Guide is a CERTIFIED FINANCIAL PLANNER™ professional, a designation requiring education, examination, experience, and ethical standards. Guides are also registered as investment adviser representatives with Fruitful Advisory LLC, an SEC-registered investment adviser. Several Guides previously held roles at firms including Morgan Stanley, Fidelity, Merrill Lynch, and Ernst & Young.
What is included in the Fruitful membership?
A Fruitful membership includes a dedicated Fruitful Guide who builds a personalized Money Map covering bills, spending, saving, and investing. Members receive a cash account earning 4.00% APY, a secured charge card with up to 2% cash back, and investment management with no management fee. Ongoing access includes annual check-in sessions and anytime messaging with the Guide.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: