3RootsWealth Partners is a registered investment advisor that manages investment portfolios and provides financial planning services. Investment management is tailored to individual client needs and risk tolerance. Financial planning services are offered on an hourly, project-basis, or ongoing arrangement, covering areas like retirement, taxes, and estate planning. 3RootsWealth Partners may recommend third-party managers for portfolio management.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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