Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard advisory fee is a maximum of 1.80% annually, based on the average daily fair market value of assets under management. Fees are negotiable and pro-rated, paid monthly in arrears. Clients may also incur brokerage commissions, transaction fees, and other related costs. Rooted Wealth Advisors is also a licensed insurance agency and may receive commissions from insurance products purchased by clients.
Areas of Practice
Advisor Information
Office location
Greenville, SC
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a licensed insurance agent and President of Alpha Retirement Concepts HonorShield, LLC, dedicating nearly full-time hours to insurance sales and training. He also owns Upstate Senior Placement and works as a care coordinator for Front Porch Housing, spending about 10-20% of his time on each.