FRUITAGE FINANCIAL LLC

Overview

Fruitage Financial LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection. The firm operates as a capital allocator, recommending and placing client capital across liquid public markets and third-party alternative managers rather than running large discretionary sleeves on its own. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Investment activity is tilted toward exchange-traded public equities as the primary implementation vehicle, while the firm supplements core portfolios with mutual funds and targeted alternative exposures. Fruitage Financial is not positioned as an ESG-focused advisor and delivers advice in a largely non-discretionary framework, meaning clients typically retain final execution authority or the firm implements client-approved recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices