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What is the difference between a Strategist and financial advisor?

Learn about the differences between a Strategist and a financial advisor

Last Updated: October 17, 2024

Strategists at Fruition offer personalized financial guidance tailored to your specific goals, but they do not provide direct investment advice or directly manage your money. This is a key distinction between Fruition Strategists and financial advisors. 

Financial advisors typically manage your investments and offer specific financial products. They often hold designations and/or qualifications which allow them to invest on your behalf. They also often require a capital minimum to utilize their services.