Brant Root is a CFP-designated registered investment advisor at Firethorn Capital, LLC, based in Westport, CT, with 21 years of industry experience. Brant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 45 clients with $49M 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% |
The exact fee charged is negotiable and will be stipulated in the client’s Financial Advisory Services Agreement. Some separately managed accounts may pay more or less than others depending on certain factors.
Fee Estimator
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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