Andrew
Lee
Rooted Wealth Advisors
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About this Advisor
Andrew Lee is a financial advisor who works out of Bourbonnais, Illinois. Lee is currently employed by Rooted Wealth Advisors. Over the course of their career, Lee has held roles at Rooted Wealth Advisors, J.B. Lee Transportation, Elks Country Club, Dairy Queen, Illinois State University, Monmouth College and High School Student. Lee holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Illinois. Rooted Wealth Advisors is a registered investment business based in Bourbonnais, IL. The firm has offices in four locations and a total of eight financial advisors. It oversees $163 million in assets under management between its 1,483 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,483 accounts, just 10% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on which service is offered. However, fee types charged by Rooted Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rooted Wealth Advisors Brokerage Details
$163,317,397
8
1,483
$110,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Andrew Lee Work History
Andrew has been registered as a financial advisor for 0 years.*
Rooted Wealth Advisors
Rooted Wealth Advisors
J.B. Lee Transportation
J.B. Lee Transportation
Illinois State University
J.B. Lee Transportation
Elks Country Club
Monmouth College
Dairy Queen
High School Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rooted Wealth Advisors
Bourbonnais, IL
Bourbonnais, IL
Bourbonnais, IL
Bourbonnais, IL
Bourbonnais, IL
Bourbonnais, IL
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