How We Work & Fees
How We Work & Fees
Why one asset-based fee instead of separate planning and investment fees?
Keeping it to a single fee — 0.50% of the assets we manage — means there's one number to track and one statement to read. The annual minimum exists so that early-stage relationships, where the plan takes real work regardless of portfolio size, are still fully resourced from day one.
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More on How We Work & Fees
Related questions.
- What if I have high income but limited investable assets?
- What does the 0.50% fee cover?
- How is the fee billed?
- 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.