A Flexible Approach To Pricing

Root provides a flexible pricing structure, allowing advisers to choose the option that best aligns with the size of their business. Root's pricing model offers two distinct options, ensuring that advisers can select the one that suits their specific needs and preferences.

Contingent

We offer a simple pay-as-you-go service, with no upfront or ongoing costs: Under this option, you will only pay for the service completed during any given month. At the end of the month, we will send you an invoice for the work undertaken.

Case reviews complete within 2 working days

We’ll have your case checked within 2 working days to ensure we have all the information necessary to write your report.

No upfront or ongoing fees

An ideal solution for advisers who have a smaller number of clients under management, low report turnover or require support during busy periods.

Final reports delivered within 5 working days

Following our case review, we’ll have the final report over to you within 5 working days.

Our Fees

Download our complete fee schedule (PDF) to view all services and associated costs.

Retained

We offer a retained service, suitable for advisers who have a larger number of clients: Each month our retainer is charged, which is then offset against any cases undertaken during the month. At the end of each month, we will send you an invoice for any cases completed (minus the retainer). Any unused retainer carries over to the following month, for three months. In exchange for a retainer, you will receive a discount across all listed services.

Our commitment to retained clients includes a rapid turnaround on case reviews, with a maximum response time of 1 working day. Furthermore, we ensure that final reports are delivered within a maximum of 3 working days.

  • In exchange for a retainer, you will receive a 10% discount across all our services.

  • We will deduct our retainer from the cost of services provided throughout a given month. Any unused retainer carries over the the following month for a maximum of 3 months.

  • We’ll have your case checked within 1 working day to ensure we have all the information necessary to write your report.

  • Following our case review, we’ll have the final report over to you within 3 working days.

Learn More

Should you wish to know more about our pricing options and determine the most suitable fit for your business, please don't hesitate to reach out. Let us know if you’d like additional information, we’re here to address any inquiries you might have, and explore the ways in which we can tailor a pricing model that aligns perfectly with your needs.