Arrowroot Family Office, LLC

Arrowroot Family Office, LLC, a registered investment adviser, was established in 2013 as Vitreous Partners, LLC, later changing its name in 2017. The firm specializes in providing wealth management services to a diverse clientele, including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. Services offered include investment advisory, asset allocation, and financial planning. The firm employs discretionary methods in managing client funds, primarily utilizing stocks, bonds, mutual funds, and ETFs. Clients may have a minimum investment requirement of $25,000, which can be negotiable. Arrowroot Family Office charges an annual advisory fee based on a percentage of assets under management, ranging from 0.75% to 1.00%. The firm does not receive soft dollar benefits or engage in directed brokerage. Clients have access to account statements and performance reports, and the firm conducts ongoing reviews of client accounts. The firm does not act as a custodian for client assets and does not exercise voting rights on client securities. Arrowroot Family Office does not foresee any financial conditions that would impair its ability to meet client commitments.