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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable.