D.B. Root & Company, LLC
Assets Under Management
$829.8M
Number of Clients
768
Number of Advisors
15
Average Client AUM
$1.1M
AUM per Advisor
$55.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
D. B. Root & Company (DBR) provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. DBR also offers institutional advisory services and retirement plan services. They tailor services to meet individual client needs and objectives.
Fee Structure
DBR charges fixed fees for financial planning and consulting, ranging from $300 to $10,000, depending on scope and complexity. Investment management fees vary between 0.50% and 2.00% annually based on assets under management. Fees are prorated and charged quarterly in advance. DBR may negotiate different rates for certain client holdings. Retirement Plan Consulting Services have a minimum fee of $3,000, and Institutional Advisory Services have a minimum fee of $10,000. DBR's management programs have a stated minimum account balance of $1 Million, which may be waived at DBR's discretion.
Areas of Practice
Location
436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219