Investably LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,491,994
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$226,545
About
The firm provides ongoing wealth management and discretionary portfolio management for individuals, high-net-worth households, non-profits, and business clients, and also accepts one-time planning and sub‑advisory engagements. Its services include comprehensive financial planning (retirement income, tax and estate planning), business founder advisory, and support for held‑away assets.
Investment strategies are tailored to each client’s stated objectives and employ principles such as Modern Portfolio Theory, discretionary trading authority, and ongoing portfolio monitoring. The firm integrates tax‑aware portfolio techniques (including tax‑loss harvesting and tax‑sensitive rebalancing via third‑party tools), direct fixed‑income access and institutional cash solutions, alternative and private investments, and may hire sub‑advisors when appropriate.
Compared with many peers, the firm operates affiliated insurance and tax‑consulting businesses that consume a material portion of advisor time and may result in separate commission or consulting compensation, a potential conflict the brochure discloses. It also offers educational seminars, cohort workshops and cohort-based programs for the public and provides ERISA and pension plan services (including limited‑scope 3(21) fiduciary support), features that are less common among independent solo advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
General tax planning
Wealth management
Tax-loss harvesting
Private / alternative investments
Fee options
Fixed fees between $1,000 and $20,000 for one-time project-based planning; $10,000 to $50,000 for pre-liquidation strategy; $12,000/year minimum retainer for BusinessFounderAdvisory; Virtual Family Office retainer from $48,888+/year; one-time onboarding fee $2,4888-$4,888; ERISA plan one-time implementation fee $1,000-$12,000
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $8,000,000: 0.75% $8,000,001 - $12,000,000: 0.55%
Up to $400/hour with minimum 3-hour requirement
Minimum fee: Minimum annual fee: $14,888
Main office location
Investably LLC
2 Bethesda Metro Center, Suite 200
Bethesda MD 20814, United States
Number of offices
1
Most active in
Investably LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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