Fractal Financial Design, LLC

Overview

Fractal Financial Design, LLC is an owner-operated independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines advisory services—financial planning and portfolio management for individuals and small businesses—with accounting as a business activity. Compensation is billed as a percentage of assets under management and via fixed fees. According to available filings the adviser does not present itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives