Rood Financial offers investment advice and financial planning services to individuals, families, and business owners. The firm's primary service is Comprehensive Portfolio Management, which includes asset management and financial planning. Rood Financial uses exchange traded funds and mutual funds, often managed by Dimensional Fund Advisors, Vanguard, and Avantis. The firm also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Rood Financial uses Independent Money Managers for investment management. The fee you pay will be a portion of the overall investment advisory fee charged by the Independent Money Manager, and will never exceed 1.60% annually. The specific fee and billing cycle will be detailed in the Independent Money Manager's regulatory filing and advisory agreement.