Brant Root is a CFP-designated registered investment advisor at Firethorn Capital, LLC, based in Westport, CT, with 22 years of industry experience. Brant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 41 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K+ | 1.00% |
Fees are negotiable and may vary based on account type, size, and services provided. Performance-based fees may apply to certain qualified accounts.
Fee Estimator
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brant serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate development and investment business, since December 2022. He dedicates a few hours per week to this role, primarily for financial review, bill payment, property manager communication, and occasional financing or investment evaluation.
Employment History
Current Registrations
Firethorn Capital, LLC
Previous Registrations
Firethorn Capital, LLC
State Registrations2 states
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
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