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Transparent Fees for Service


Our Fee Model is Purposefully Designed to

  • Be transparent 
  • Be objective and independent
  • Provide simplicity for clients

Investment Management 

Household Assets Under Management

  • Annual % based on Assets Under Management

  • Plan Assets
    Annual Fee

    Up to $1Mil


    $1mil - $10Mil


    $10Mil - $20MIL


    Over $20Mil


  • Assets Custodied with Altruist, SEI Private Trust Company, or Fidelity (via our Buckingham partnership)
  • Held-away accounts (i.e. 401K, 529) can be managed via Pontera
  • Quarterly Client Meetings
  • Included financial planning for households with combined $1 mil+
  • Minimum $500,000 (Minimum account waived for financial planning clients)

What's Included

  • Discretionary trading
  • Portfolio-level tax planning
  • Analyze and adjust investment selections
  • Quarterly rebalance, monitoring, and re-positioning
  • Opportunistic tax-loss harvesting
  • Direct indexing (if applicable)
  • Roth conversion management
  • Required minimum distribution management (if applicable)
  • Carryforward Loss management
  • Portfolio income distribution management
  • Capital gain planning
  • Cash reserves optimizing
  • Trust services
  • Securities-backed lending planning
  • Annual Tax Letter for CPAs

"Effective strategic planning is more than a snapshot of a single space in time. Financial planning should be a living breathing roadmap serving you on your wealth journey, that permits alignment, monitoring, and adaptability as life happens." - Michelle Gordon

Holistic Planning Service & Fees

Ongoing Financial Planning & Advisory

Investably is built around long-term client relationships by supporting your wealth journey with an empathetic, trusted professional for greater support, accountability, and focus on tax-efficient, purposeful, and strategic planning so you can focus on what is most important to you along your wealth journey, whether you are building wealth, in your peak earning years, or approaching retirement. We serve as your ongoing trusted fiduciary.

What’s Included in Comprehensive Financial Planning:

  • Financial planning
  • Estate planning advice
  • Complimentary estate planning documents ($5K+ value)
  • Portfolio Investment Allocation Analysis (Investment management is available for additional fee
  • Wealth transfer advice
  • Macro tax planning advice
  • Retirement income planning
  • Business succession planning
  • Charitable/Philanthropic planning
  • Debt planning
  • Long-term care insurance advice
  • Educational financing advice
  • Real estate advice
  • Equity compensation
  • Institutional cash solutions
  • Liquidity Event Planning
  • Benefits advice
  • Life insurance advice
  • Property & casualty insurance advice * NEW
  • Roth conversion advice
  • RMD advice (if applicable) 
  • Social Security advice
  • Weekly, Monthly, Quarterly Market Insights 
  • Personal Wealth Dashboard

Book some time to meet

One-time Project-based Service

Investably is a boutique wealth advisory firm focused on long-term client relationships with ongoing financial planning and investment management.

To best support individuals that may be experiencing a life transition such as inheritance or big life decision and want an objective, independent, and planning advice we provide the following:

One-time Project Service:

  • Comprehensive Financial Plan with Macro Tax Planning| $5,000
  • Estate Planning Analysis Only| $3,500
  • Investment & Tax Planning Analysis Only | $3,500
  • Retirement Transition Income Planning Only | $2,500
  • Preliminary Business Valuation | $2,500
  • New College Grad Foundational Planning | $1,250
  • 4-Week Financial Health Master Class | $799
  • College Funding Analysis Only | $500
  • 401K Investment Analysis Only | $500

NextGen Affluent Program

We are strong believers in the value that time plays in your overall wealth building. 

We are committed to promoting financial wellness and helping young adults take advantage of the time on their side to start their wealth journey in their 20's.

For recent college and grad school graduates, we are excited to provide this ongoing service to equip you with a sound financial foundation to your wealth building journey. This program was especially designed for young adults aiming to be financially independent and want expert guidance.

What is included?

  • Bi-Annual Advisory Meetings
  • Goals Planning
  • Financial Health Vitals Monitoring focused on:
    • Cash flow pillars: savings, expenses, debt, tax
    • Wealth building assets: equity, real estate, and/or business
    • Foundational Protection: benefits review, risk mitigation
  • 401K & Portfolio Allocation Analysis (Investment management is available for additional fee
  • Student Loan Debt/Big Purchase Planning
  • Inheritance or Liquidity Event Planning
  • Monthly Planning Guides & Flowcharts
  • Educational Behavioral Finance
  • Personal Wealth Dashboard
  • Award-winning financial wellness app