Investable Wealth, LLC

Fee-Only (% of Portfolio)

Investable Wealth, LLC specializes in managing investment portfolios for individuals, small businesses, trusts, and estates. They use a mix of fundamental, technical, and trend analysis to make investment decisions, primarily focusing on publicly traded equities, exchange traded funds, options, fixed income, and cash equivalents. Investable Wealth manages accounts on a discretionary basis, meaning they make trades without asking you first, but always in your best interest. They do not offer financial planning services.

Assets Under Management$110M
Clients146
Advisors2
Avg. per Client$750K
Avg. per Advisor$55M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The management fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm