Rooted Planning Group (RPG) provides financial planning and investment management services to clients across the United States. RPG offers initial consulting for specific financial topics, comprehensive financial planning, and pension consulting services. RPG manages investment portfolios on a discretionary basis, tailoring advice to individual needs and objectives. RPG's investment approach focuses on a globally diversified portfolio using low-cost mutual funds, exchange-traded funds, and individual bonds.
Fee Structure
If you choose to have Rooted Planning Group manage your investments as part of their comprehensive financial planning service, you'll pay an annual fixed fee, billed quarterly or monthly in advance. The fee starts at $6,000 per year, but may be higher depending on the complexity of your situation. This fee may be negotiable. The fee automatically increases by 3% each year on January 1st, but RPG may adjust this increase.
