Investably provides wealth management services, including financial planning and investment management, tailored to individual goals and risk tolerance. They also offer one-time project-based planning services like retirement income strategy and tax profile analysis. Investably may use sub-advisors and offers ERISA plan services. Seminars and workshops are also available to educate the public.
Assets Under Management$2.4M
Clients10
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Annual fee is negotiable based on certain criteria. For clients with less than $1 Million of asset under management with Investably the Ongoing Wealth Planning annual fee ranges from $3,600 to $8,400 based on complexity and individual client needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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