Assets Under Management
$318.3M
Number of Clients
1,425
Number of Advisors
7
Average Client AUM
$223K
AUM per Advisor
$45.5M
Compensation
Fee-Only (AUM)
Rooted Wealth Advisors manages tailored investment portfolios and offers financial planning. Planning covers estate, financial goals, insurance, investments, retirement, risk, and tax strategies. They use fundamental analysis. Clients receive quarterly reports.
389 William Latham R Senior Drive, Bourbonnais, IL, 60914