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
389 William Latham R Senior Drive, Bourbonnais, IL, 60914
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 Activities
Zachary is the owner of Chillie Inc, selling livestock supplements, and spends minimal time on it. He is also an author, dedicating minimal time to book writing, and the president of RAWK INC., focusing on marketing and business development for about a quarter of his time. Finally, Zachary is a manager and owner of 1989 Real Estate, LLC, spending minimal time on it.