Root Wealth Management offers investment management, financial planning, and retirement plan consulting. As a fee-only firm, Root Wealth Management is only compensated by clients for their services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. They tailor services to individual client needs and goals.
Assets Under Management$33M
Clients46
Advisors2
Avg. per Client$720K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Annual minimum fee of $5,000. At no point will the fee charged to the Client exceed 2% of assets under management. RWM may maintain legacy pricing for the clients that have been acquired by RWM. Legacy pricing may be higher than the fees listed above and will be outlined in your Advisory Contract.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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