Rooted Financial Group, operating as Rooted Financial Advisors, provides asset management and investment advisory services to individuals, families, trusts, estates, and retirement plans. Founded in March 2025 and based in Tigard, Oregon, Rooted Financial creates customized asset allocation strategies tailored to each client's specific financial goals, risk tolerance, and timeline. The firm manages assets on both a discretionary basis—making trades on the client's behalf—and a non-discretionary basis, where changes require client approval. Rooted Financial also offers tax overlay management services, including tax-loss harvesting and direct indexing. Portfolios may be managed directly or through third-party managers and unified managed account platforms, utilizing stocks, exchange-traded funds, mutual funds, options, and bonds. Additionally, the firm provides investment fiduciary consulting services to employer-sponsored retirement plans under federal retirement plan rules.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on the size of the account and the complexity of asset structures. Fees are negotiable. In limited circumstances, flat annual fees between $1,000 and $100,000 may be charged.