Root Financial Partners, LLC offers personalized investment management and comprehensive financial planning for individuals, families, and business owners. The firm primarily employs a passive investment management approach, building portfolios using index mutual funds and exchange-traded funds to match each client's goals and risk tolerance. In addition to managing traditional investment accounts, Root Financial Partners, LLC provides holistic financial planning covering retirement projections, cash flow and debt management, employee benefits optimization, estate planning coordination, risk management, and tax-efficient withdrawal strategies. For clients with complex needs, the firm offers a dedicated private wealth division called Vista. Root Financial Partners, LLC also provides ongoing standalone financial planning under a monthly subscription model, as well as educational online academies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Subject to a minimum annual advisory fee of $10,000, though waivers may apply for qualifying clients.