How We Work & Fees
How We Work & Fees
How is the fee billed?
The fee is billed monthly — 0.50% of assets we manage, deducted directly from managed accounts — or 1/12th of your relationship's annual minimum, whichever is greater in a given month.
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 one asset-based fee instead of separate planning and investment fees?
- What if I have high income but limited investable assets?
- What does the 0.50% fee cover?
- Is the founder advisory fee tax deductible?
- Is there a minimum to work with Investably?
- Why are the Wealth Management and Founder Wealth minimums different?
- 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.