F
Fractal Financial Design, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,427,390
Total clients
51
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$616,223
About
Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts and business entities, with a stated focus on younger, currently employed high-net-worth clients. The firm also performs tax preparation through the advisory entity, integrating accounting services with its investment practice.
The firm pursues individualized, active-trading strategies based on its own independent research, selecting growth and income securities and using covered-call option strategies to generate income while preserving liquidity through exchange-traded stocks, preferreds, ETFs, mutual funds and bonds. Portfolios are managed on a discretionary basis, with the firm noting it may trade actively in volatile periods and discouraging client-imposed trading stipulations that could interfere with strategy execution.
What is distinctive is the combination of investment advisory services and in-house accounting/tax preparation under the same firm, reflecting the principal’s CPA background and ongoing tax work for clients — a structure that is uncommon among peers. The firm manages a concentrated book of business (roughly $31 million in assets across about 50 clients) and emphasizes customized contracts and reporting tied to individualized portfolio objectives.
Client services
Financial planning
Portfolio management
Fee options
Annual flat technology fee for active accounts (amount not specified)
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.85%
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Main office location
Fractal Financial Design, LLC
Medina OH, United States
Number of offices
1
Forms ADV
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