DR
CFP
DR
CFP
David Root
41 Years of Experience
Pittsburgh, PA
1 DisclosureMay Earn Commission
David Root is a CFP-designated registered investment advisor at D.B. Root & Company, LLC, based in Pittsburgh, PA, with 41 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 777 clients with $950M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
777 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$952.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee generally varies between 0.50% and 2.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2010Settled
Employment History
Current Registrations
D.B. Root & Company, LLC
October 2015 - Present · 11 yrs
Previous Registrations
Commonwealth Financial Network
March 2005 - September 2015 · 10 yrs 6 mos
D.B. Root & Company, INC.
January 1995 - December 2010 · 15 yrs 11 mos
State Registrations2 states
PATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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