Pricing

Annual Comprehensive
Wealth Management

We believe wealth management is more than just investment selections. It is helping our clients solve complex financial decisions with tax-informed strategies for long-lasting impact for themselves and their loved ones.
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The Old Way vs. The investably Way

In the past, financial relationships may have left you feeling like you are just a number — agents chasing higher asset clients instead of nurturing long-term client value.

But at Investably, we believe there's a better way.
Our TRANSPARENT PRICING

To provide you more clarity and long-term value, we adopted a holistic wealth management approach.

In a world where financial confidence is paramount, we adopted a holistic wealth management approach that integrates your big financial picture, along with a boutique service approach that enables monthly billing to foster deeper, long-term relationships with a select number of households.

Our compensation is a simple flat percentage of the assets we manage. For clients with over $1 million in assets, comprehensive wealth planning is included. For clients under $1 million, a wealth planning fee starting at $3,600+ ensures the same high-level guidance and support.

Discretionary Assets

Directly Managed Assets

We manage and help optimize your discretionary investments across taxable, tax-deferred, and tax-free accounts to create a unified, tax-smart wealth strategy.

Alternative Assets

Held-Away & Alternative Assets

We take a big-picture approach—integrating your real estate, business interests, private credit, alternatives, and college savings assets—into one unified, tax-smart strategy designed for sustainable wealth.

Workplace Assets

Workplace Retirement Assets

We design and optimize your workplace retirement plans—such as 401(k)s and cash balance plans—to align with the founder’s wealth strategy while helping employees grow meaningful workplace savings.


$3,600+ ($300/month) Miniumal Annual Fee

For clients under $1 million, a wealth planning flat fee starting at $3,600+ (based on complexity) ensures the same high-level guidance and support.

First step is to schedule a complimentary 20-minute virtual call to learn about your needs and see if we may be a good fit together.

Book an appointment

Limited One-Time Engagement Projects

One-Time Limited Planning Engagements

If you are not ready to engage in an ongoing wealth management relationship, you may find benefits in one of our our limited engagements options.

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Our Wealth Management Services Includes 

Ongoing Wealth Planning Services

  • Financial Planning
  • Retirement Income Planning 
  • Tax-Informed Planning
  • Estate Planning 
  • Prosperity Protection Planning 
  • Investment Analysis
  • Business Exit Planning
  • Personal Wealth Hub 
  • Scheduled Client Meetings 
Our Wealth Management Services Includes 

Ongoing Investment Management Services

  • Discretionary Investment Trading 
  • Active Portfolio-Level Tax Planning 
  • Integrated Held-Away Management (401K, 529, Institutional Real Estate) 
  • High-Yielding Institutional Cash 
  • Private Credit and Alternative Investing for Accredited Investors
  • Annuity Analysis and Commission-Free Annuities
  • Portfolio Asset-Based Lending 
  • Direct Indexing for increased Tax Alpha 
  • Trust and Charitable Giving Investment Management 
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FAQS

Frequently Asked Questions

Do you have a minimum requirement for income or asset to work with?

How are our annual service fees paid?

Why do you chose to work with a select number of households?

Are there reduced fees for higher asset levels?

What assets are included in our AUM?

Are there any annual commitments?

What happens to my investments if something happens to Investably?

Do you have any client testimonials?

Convenient and Transparent Billing

Client fees are billed monthly directly from your managed investment account or a third-party platform like AdvicePay. We utilize custodial or a third-party platform for a seamless and transparent payment process.

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Our transparent flat fee pricing model is designed to provide clarity, value, and comprehensive service to clients at every wealth stage. By choosing our model, you gain predictability, reduce conflicts of interest, and ensure every strategy is tailored to your unique financial needs.

 Learn more by booking a 20-minute virtual call today.

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Take Your First Step Today.

Schedule a 20-minute virtual call to learn how Investably may help you grow and protect sustainable wealth so you may have more confidence and time to enjoy your prosperity.
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