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John Lee Savarino

Rooted Wealth Advisors

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About John Lee Savarino

John Savarino is an investment advisor representative with Rooted Wealth Advisors. John has been in the industry since 2010. John has a Series 65 license and is registered with the states of Colorado and Illinois. John specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. John has experience working with various clients including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Rooted Wealth Advisors is based in Bourbonnais, Illinois.

Firm Information

John Savarino 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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John Savarino’s Registration & Firm History

IL

05/04/2021 - Present

Rooted Wealth Advisors (BOURBONNAIS IL)

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Licenses & Designations

IA

Issued 02/12/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Lee Savarino.
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