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.
4600 South Syracuse, Suite 948, Denver, CO, 80237
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Learn about disclosures →Connor sells fixed insurance products since 2020, dedicating minimal time to this activity. This activity is investment related.