RootsOn Capital LLC is a registered investment adviser located in North Andover, Massachusetts, founded in 2026 and led by Wei Chen. RootsOn Capital offers personalized investment management and project-based financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm utilizes a long-term, fundamental and technical analysis approach combined with Modern Portfolio Theory to build diversified portfolios tailored to each client's specific goals, risk tolerance, and tax situation. RootsOn Capital operates as a fee-only firm, meaning they are compensated solely by their clients and do not earn commissions or third-party product sales revenue.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.55% |
Fees are negotiable at the sole discretion of the advisor for accounts over $50,000,000. Household accounts may be aggregated to determine the fee.