Deep Roots Capital provides investment advice and asset management services. They work with individuals, high net worth individuals, pension funds, endowments, and businesses. Deep Roots offers three model portfolio strategies: Market Portfolio, Fundamental Values Model Portfolio, and All Seasons Model Portfolio. They manage investments on a discretionary basis, meaning they make trades without asking you first.
Assets Under Management$46M
Clients111
Advisors1
Avg. per Client$410K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Deep Roots Capital charges a percentage of the amount you invest. The annual fee is negotiable and depends on the portfolio strategy you choose:
- Market Portfolio Strategy: 0.30% - 2.00%
- All Seasons Model Portfolio Strategy: 0.50% - 2.00%
- Fundamental Values Model Portfolio Strategy: 1.00% - 2.00%
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