How We Work & Fees
How We Work & Fees
Is there a minimum to work with Investably?
Yes — we ask for a minimum of $500,000 in investable assets. That's the level where coordinated tax, estate, retirement, and investment strategy really starts to earn its keep. If you're a high earner building toward that level, a 30-minute conversation is the honest way to find out whether it's a fit yet.
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?
- What does the 0.50% investment management fee cover?
- How are the fees billed?
- Is the founder advisory fee tax deductible?
- 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.