Root Financial Partners offers investment management services focused on managing individually tailored portfolios. They provide continuous and customized investment advice based on each client’s unique financial situation, goals, and preferences. Root also offers comprehensive financial planning tailored to each client’s unique circumstances. In limited circumstances, Root may offer financial planning as a standalone service for clients who may not require investment management.
Assets Under Management$2.1B
Clients858
Advisors52
Avg. per Client$2.5M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Client relationships are subject to a minimum annual advisory fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
52 Advisors at this firm
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