Rooted Financial Advisors helps individuals and families align their finances with their goals. They offer asset management services, where they monitor and make changes to your investments, and may use third-party managers. They also offer tax overlay services. Rooted Financial provides investment advice to qualified retirement plans, offering investment option selection and full pension consulting.
Fee Structure
Rooted Financial generally charges between 0.50% and 2.00% per year to manage your investments. In some cases, they may charge a flat fee between $1,000 and $100,000 per year. Fees are negotiable and may be higher or lower based on the size of your account and the complexity of your assets. If Rooted Financial uses a separate manager for your account, you will pay that manager's fees in addition to Rooted Financial's fees.