How We Work & Fees
Why are the Wealth Management and Founder fees separate?
Because they cover genuinely different work. The Wealth Management relationship coordinates your personal financial life — investments, retirement, estate, risk, and family wealth. Founder Wealth adds a whole separate layer for business owners: succession and exit planning, owner compensation, entity and equity strategy, and coordination with your business advisors. Keeping them separate means clients without a business don't subsidize services they don't need — and owners get planning built for the added complexity of what's often their largest asset.
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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?
- Is there a minimum to work with Investably?
- 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.