Rooted Wealth Advisors
Assets Under Management
$318.3M
Number of Clients
1,425
Number of Advisors
7
Average Client AUM
$223K
AUM per Advisor
$45.5M
Compensation
Fee-Only (AUM)
About This Firm
Rooted Wealth Advisors manages individually tailored investment portfolios based on client needs, goals, and risk tolerance. They also offer financial planning services, including estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. The firm was founded in 2016 and is owned by Zachary B. Gray.
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
Location
389 William Latham R Senior Drive, Bourbonnais, IL, 60914