How We Work & Fees
How We Work & Fees
What if I have high income but limited investable assets?
That's often where planning has the most leverage: tax coordination, equity compensation, cash flow structure, protection gaps. The flat fee covers a full planning relationship, and we work with high earners who are building toward — or already past — our $500K asset minimum.
Have a follow-up? Schedule a short conversation and we'll walk through it with you.
More on How We Work & Fees
Related questions.
- Why a flat planning fee instead of a percentage of assets?
- What does the 0.50% investment management fee cover?
- How are the fees billed?
- Is the founder advisory fee tax deductible?
- Is there a minimum to work with Investably?
- Why are the Wealth Management and Founder fees separate?
- What is a Virtual Family Office, and who is it for?
- Can I hire you for planning only and manage my own investments?
Wealth with intention starts with a conversation.
Bring your questions, challenges, and goals. We'll listen and provide insight on what your options are for moving forward.