How We Work & Fees
How We Work & Fees
What does the 0.50% investment management fee cover?
It covers active stewardship of your discretionary portfolio — allocation, trading, rebalancing, tax-aware implementation, performance monitoring, and ongoing investment oversight. It's kept separate from the flat planning fee so you can always see exactly what you're paying for advice versus portfolio management, and it may be reduced based on the scope of the relationship and total managed assets.
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 if I have high income but limited investable assets?
- 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.