Experience your wealth the way it should be
Intentional Wealth. Thoughtfully Managed.®
At Investably, we believe great wealth decisions happen when planning, investing, and life goals are fully aligned — instead of in silos.
A Boutique Practice by Design
We have intentionally built a practice that prioritizes depth, continuity, and personal attention—welcoming new relationships thoughtfully as capacity allows.
We Offer:
- Tax-Smart Wealth Planning
- Professional Investment Management
- Business & Exit Wealth Advisory
- Outsourced ERISA Retirement Plan Fiduciary — 3(21) Advisory
Your Wealth Deserves More Than Ordinary Advice
Our service pricing reflects the depth of strategy, coordination, and long-term partnership we provide — so we may deliver value beyond our fees
The Value of Advice
Up to 4x More Wealth
3% Higher Annual Returns
100+ Hours Saved
Integrated planning, investing, and business advisory — designed to support you as your wealth grows.
Emerging Wealth Journey™
For high-income families building toward their first $1M+ and pre-retirees with under $1M who want to optimize and protect what they’ve saved — especially when taxes are quietly eroding long-term wealth goals.
Fee Structure:
$6,000 Annual Wealth Stewardship Fee
0.70% Portfolio Management Fee (on managed assets)
Ongoing service includes:
- Foundational optimization of income towards wealth building assets
- Tax-optimization wealth & investing framework
- Retirement income design
- Foundational estate planning
- Risk management & protection planning*
Private Wealth Stewardship™
For families with $1M–$10M+ in assets or pre-liquidity business founders and real estate investors preparing for growth or exit.
Fee Structure:
$12,000 Annual Wealth Stewardship Fee
0.50% Portfolio Management Fee (on managed assets)
Ongoing service includes:
- Personalized portfolio construction
- Advanced tax planning and tax-location strategy
- Manage diversified public and private strategies (when appropriate)
- Advanced estate planning and legacy trust coordination
- Coordinated oversight of institutional cash, real estate equity, business equity, portfolio asset-based lending
Virtual Family Office (VFO)
Designed for families with $10M+ in investable assets who require more advanced coordination across investments, taxes, business, and wealth transfer.
Fee Structure:
$36,000 Annual Family Office Stewardship Fee
0.30% Portfolio Management Fee (on managed assets)
Ongoing service includes:
- Cross-disciplinary coordination for complex, multi-entity wealth
- Oversight of private markets, real estate, and concentrated equity
- Advanced tax planning and optimization across total wealth
- Advanced family wealth transfer and risk management strategies
- Ongoing collaboration with CPAs, attorneys, and business advisors
Outsourced ERISA Retirement Plan Fiduciary — 3(21) Advisory
Designed for business owners who want their retirement plan to become a true wealth-building strategy — not just a compliance obligation.
Starting at $6,000 Annual Fee
Ongoing service includes:
- Fiduciary investment recommendations and monitoring
- Cash Balance Plan, 401K design & oversight
- Support for plan sponsor responsibilities
- Coordination with recordkeepers and TPAs
- Employee education support
Insurance solutions are available and offered through Prosperably LLC, a separate but affiliated firm under common ownership. Insurance products are NOT provided through Investably LLC. Solutions may be applicable to long-term care needs, retirement lifetime income, or insurance protection for loss of life and disability. Insurance solutions are optional and coordinated with your overall wealth strategy.
When your wealth grows, your advisory relationship should too.
Why A Hybrid Fee Model
To deliver the level of proactive, integrated guidance our clients expect, we intentionally limit the number of families we serve and work only with those who value a long-term wealth partnership.
We offer tax-smart wealth planning-first, fiduciary guidance while maintaining disciplined, institutional-style investment management — all under one relationship.
Our hybrid model approach supports:
- Planning is never secondary to portfolio size
- Advice remains proactive, not reactive
- Complexity and responsibility are properly resourced
- Investment strategies that adapt as your goals and complexity evolve
- Continuous guidance through every wealth stage, as complexity grows
More Than Ordinary Advice
Because your wealth deserves more — intentional wealth, thoughtfully managed — with decisions guided by purpose, tax-smart strategy, and your bigger life goals as your life and wealth evolves.
Traditional Approach
Investably's Approach
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