FamilyRoot Wealth Advisors offers continuous investment management and ongoing financial planning services to individuals and high-net-worth clients. FamilyRoot Wealth Advisors helps clients build personalized portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and independent third-party investment managers. In addition to portfolio management, FamilyRoot Wealth Advisors provides comprehensive financial planning covering business consulting, cash flow management, college savings, employee benefits, estate planning, insurance analysis, retirement planning, risk management, and tax strategies. Clients can grant FamilyRoot Wealth Advisors authority to make trades on their behalf or choose a non-discretionary arrangement where trades require client approval.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated.