Rooted Planning provides investment advice and financial planning to individuals, high net worth individuals, charitable organizations, corporations, trusts, and estates. Rooted Planning creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and ETFs. They also offer financial planning services covering areas like retirement, education, and insurance needs. Rooted Planning acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$10M
Clients27
Advisors1
Avg. per Client$380K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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