D. B. Root & Company (DBR) provides financial planning, consulting, and investment management services. DBR manages investment portfolios and offers wealth management services, including financial planning. DBR allocates client assets among mutual funds, exchange-traded funds, individual debt and equity securities, and independent investment managers. DBR also provides investment consulting services to third parties and institutional advisory services to non-profits, foundations, and endowments. DBR offers retirement plan services to employer-sponsored retirement plans and their participants.
Fee Structure
DBR offers investment management services for an annual fee based on the value of your portfolio. This fee generally ranges from 0.50% to 2.00% per year, depending on the size and composition of your portfolio and the services provided. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous billing period. DBR may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. DBR's management programs have a stated minimum account balance of $1 Million, which may be waived at DBR's discretion.