D.b. Root & Company, LLC

D. B. Root & Company, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in September 2015, the firm is principally owned by David Root and operates under various business names. The firm acts as a fiduciary for clients, committed to providing prudent and loyal advice in clients' best interests. With approximately $829,797,025 in assets under management and $9,726,666,506 in assets under advisement as of December 31, 2024, all managed on a discretionary basis, DBR tailors its services to meet individual client needs. DBR offers financial planning services covering various aspects such as retirement planning, risk management, and investment consulting. Clients have discretion over decisions and are not obligated to act on recommendations. Investment strategies primarily involve allocating assets among mutual funds, ETFs, individual securities, and independent managers based on client objectives and risk tolerance. DBR may recommend engaging its affiliates or third-party professionals for additional services, with clients retaining ultimate decision-making authority. Fees are charged on a fee basis, including fixed fees for financial planning and asset-based fees for investment management. DBR may earn commissions through insurance product sales. The firm recommends utilizing Schwab for custody and brokerage services, considering factors like financial strength and execution quality. DBR does not receive compensation for client referrals and does not accept proxy voting authority. Clients receive regular account statements and reports, with account reviews conducted at least annually. The firm does not disclose financial information due to its financial stability and practices.