Roots First Wealth Management provides investment management services, including the potential use of sub-advisors. They also offer financial planning and consulting services, covering various aspects of an individual's financial situation. Additionally, they provide services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary. Roots First Wealth Management also holds seminars and workshops to educate the public.
Assets Under Management$17M
Clients33
Advisors2
Avg. per Client$500K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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