FamilyRoot Wealth Advisors offers investment management services where they create and manage a portfolio based on your goals and risk tolerance. They also offer financial planning services, working with you to develop and implement a financial plan that addresses areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning. They may recommend outside investment managers.
Assets Under Management$5.2M
Clients11
Advisors1
Avg. per Client$470K
Avg. per Advisor$5.2M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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