Fractional

Fractional provides a one-stop solution with legal, regulatory, and back-office services that support your investment club.

3% transaction fee paid by each investor, capped at $7500 per investor

- LLC entity creation
- LLC legal operating agreement
- Aggregation of investors and funds
- Identity verification of all investors

Service Fee (per club for every tax year the LLC is active)

$5500 paid by club leader (Year 1 upfront as a deposit)

Compliance review on deck and all materials

Marketing deep dive and raise strategy planning

Follow-up and investor communication plan

- Investment club page buildout
- Compliance review on deck and all materials
- Marketing deep dive and raise strategy planning
- Follow-up and investor communication plan

Private community page with features for:

- investor communication
- document hosting
- voting and compliance

Federal and state tax filings for the club

K‐1 creation and delivery for all investors

- Private community page with features for:
 - investor communication
 - document hosting
 - voting and compliance
- Federal and state tax filings for the club
- K‐1 creation and delivery for all investors
- Ongoing platform access and support

What services does Fractional provide? How much do they cost?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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What services does Fractional provide? How much do they cost?

Pricing and features to meet your needs

Transaction Fee (per club)

Service Fee (per club for every tax year the LLC is active)