Rooted Wealth Advisors is a registered investment advisor that offers tailored investment management and comprehensive financial planning services to individuals and high-net-worth clients. Founded in 2016 and based in Bourbonnais, Illinois, Rooted Wealth Advisors helps clients navigate retirement planning, tax strategies, estate planning, risk management, and insurance reviews. The firm works closely with clients to understand their financial goals, time horizons, and risk tolerance before developing customized portfolio allocations, collaborating with third-party institutional money managers to oversee investments. Rooted Wealth Advisors also operates as a licensed insurance agency, allowing its professionals to recommend and sell insurance products such as annuities and life insurance alongside advisory services. The firm emphasizes a holistic approach to financial independence while maintaining a fiduciary duty to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are a maximum of 1.80% annually, based on average daily portfolio value, prorated and paid monthly in arrears. Fees are negotiable.