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.

With the holistic approach, you may enjoy long-term value from the focus on creating and sustaining long-term wealth rather than just the ups and down of the markets.

Up to 1% AUM

Directly Managed Assets

We support high-income or high-asset clients with optimizing their investments across a broad range of accounts towards creating or sustaining long-term wealth, including tax planning, estate wealth transfer, retirement income planning, or business exit transitions.

Up to 1% AUM

Held-Away & Alternative Assets

We support our clients 'big picture' by integrating important held-away assets into their strategic plan such as high-yield cash,mployer-based retirement savings, college savings, real estate assets, alternative iand private nvestments for our high net worth clients.

Up to 1% AUM

Workplace Retirement Plans

We support our business and corporate clients with added support towards creating and managing workplace ERISA plans such as 401K, along with employee financial wellness.


$6,000 ($500/month) Annual Minimum Fee

While Investably does NOT have a minimum account size, a minimum annual fee applies to engage in our wealth management services.

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, HSA) 
  • High-Yielding Institutional Cash 
  • Direct Fixed Income Trading Desk
  • Annuity Analysis and Access to Commission-Free Annuities
  • Asset-Lending Analysis 
  • 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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