Rooted Wealth Advisors manages investment portfolios based on individual client needs, goals, and risk tolerance. Rooted also offers financial planning services, which include a comprehensive evaluation of a client’s current and future financial state. The financial plan will address areas such as estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$320M
Clients1,425
Advisors8
Avg. per Client$220K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The annual fee is a maximum of 1.80% and is negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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