3roots Wealth Partners Fees & Minimum

Overview

Headquarters: Scottsdale, AZ
Total Firm Assets: $93 million
Average High-Net-Worth Client Portfolio Size: $2.5 million

Fee Disclosure

Source: 3ROOTS ADV PART 2A (2026-04-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$5,000,000	1.00%
$5,000,001	and above	0.85%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$55,000	1.10%
$10 million	$97,500	0.98%
$50 million	$437,500	0.88%
$100 million	$862,500	0.86%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 65.98%
Number of High-Net-Worth Clients: 24
Total Client Accounts: 405
Discretionary Accounts: 405

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 338300

3ROOTS ADV PART 2A (2026-04-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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