AL

Andrew James Lee

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
1,425 clients
Average Client Portfolio
$223K average
Assets Under Management
$318.3M

Fee Structure

Minimum Investment:None

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

2404 E Empire St Ste 105, Bloomington, IL, 61704

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rooted Wealth Advisors
January 2023 - Present · 3 yrs
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.