RootN Wealth Management, Inc. is a Texas corporation formed in September 2025 as a wholly owned subsidiary of RootN Global Investors, a Korea-based asset management firm. RootN Wealth Management provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates an investment policy statement for every client and assists with asset allocation, asset selection, and regular portfolio monitoring. RootN Wealth Management generally limits its investment advice to mutual funds, equities, exchange-traded funds, and non-United States securities, with a primary focus on equities. The firm operates with discretionary authority to execute transactions on behalf of clients. RootN Wealth Management serves individuals, high-net-worth individuals, charitable organizations, and corporations or business entities, with no account minimum required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are generally negotiable and memorialized in the client's advisory agreement.