We help you get the most out of life with your money.

Answer

We work with people from all walks of life. That said, we are a business, and to remain viable, we must receive compensation. Our best-fit clients are those who have found some success and built a portfolio of at least $2 million. They’ve done an excellent job of saving but don’t want to be burdened with the responsibility of doing everything needed to get the most out of their money.

If we can’t work with you, we’ll do our best to answer any questions you have and point you to someone who can. If you’re looking for a financial advisor for retirement, don’t hesitate to reach out today to see what’s possible.

Answer

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

—1% on the first $1,000,000 we manage
—0.75% between $1,000,000 and $3,000,000
—0.50% between $3,000,000 and $10,000,000
—0.25% on amounts above $10,000,000

We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.

Answer

Our mission is to help you get the most out of life with your money. To do that means we want to take as much of the planning off your plate as possible. We help clients with:

—Retirement planning
—Investment management
—Tax planning
—Estate planning
—Insurance review
—Cash flow planning

And everything else needed to ensure you feel calm (and excited) about your financial future.

Answer

Yes.

Your CPA is excellent for accounting for what happened last year. Often, they don’t work on limiting your tax liability in the future.

At Root, we help you look at the big picture and offer strategies to optimize your spending and saving for tax efficiencies. You (or your CPA) will still be responsible for filing your return.