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Andrew James Lee

Rooted Wealth Advisors

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About Andrew James Lee

Andrew James Lee is a registered Investment Advisor Representative in Illinois. Andrew James Lee is currently registered with Rooted Wealth Advisors. Andrew James Lee is also a registered Investment Advisor Representative in Illinois. Andrew James Lee has 1 state exam, the Uniform Investment Adviser Law Examination. Rooted Wealth Advisors has 3 clients and approximately $318 million in regulatory assets under management. The firm's main office is located in Bourbonnais, Illinois. Rooted Wealth Advisors provides investment advice to individuals and families. Rooted Wealth Advisors also provides financial planning services.

Firm Information

Andrew Lee is currently registered with Rooted Wealth Advisors. Rooted Wealth Advisors is a financial advisory firm based in Bourbonnais, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rooted Wealth Advisors manages approximately $318 million in assets for over 3,276 clients.
Rooted Wealth Advisors

389 WILLIAM LATHAM R SENIOR DRIVE

BOURBONNAIS, IL 60914

$318.35M

Assets Under Management

3

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Lee’s Registration & Firm History

IL

01/18/2023 - Present

Rooted Wealth Advisors (Bloomington IL)

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Licenses & Designations

IA

Issued 12/30/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James Lee.
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