D. B. Root & Company provides investment management, comprehensive financial planning, and consulting services for individuals, families, and institutions. D. B. Root & Company tailors its portfolios to each client's specific risk tolerance, time horizon, and goals, primarily investing client assets across mutual funds, exchange-traded funds, individual stocks, bonds, and independent managers. In addition to personal wealth management, D. B. Root & Company offers institutional advisory services for non-profit organizations, foundations, and endowments, alongside retirement plan consulting for employer-sponsored plans. D. B. Root & Company is legally required to act in your best interest when providing retirement advice.
Fee Structure
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.