Investably LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investably serves high-income individuals, families, business founders, and charitable organizations with ongoing wealth management, founder-level “virtual family office” services, one-time planning projects, and sub‑advisory arrangements. The firm also provides retirement plan consulting and limited ERISA 3(21) fiduciary support to employer-sponsored plans in addition to traditional portfolio management for individual households.
The firm follows a planning‑first, discretionary investment approach that integrates tax‑aware trading, cash and fixed‑income solutions, and access to private market opportunities as part of a coordinated wealth plan. Services highlight operational features such as institutional cash management, fixed‑income trade desk access, annuity support, and the use of third‑party custody and platform tools to implement and monitor portfolios.
Distinctive elements compared with many peers include an affiliated insurance practice and a separate tax‑planning business operated by the firm’s principal — relationships that may result in additional, disclosed compensation when clients use those services. The firm also offers employer retirement plan consulting and hosts paid educational seminars and cohort‑style programs and an invitation‑only emerging wealth offering, features that are less common among independent solo advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Onboarding fees: $2,500 starting for Wealth Management; $5,000 starting for Founder Wealth; One-time project based fees starting at $1,000 up to $50,000 based on complexity; Seminars/workshops fees up to $20,000 per attendee; Family office style reporting $7,500/year
$0 - $600,000: up to 1.00% for Wealth Management Advisory with $12,000 minimum $600,001 - $2,000,000: up to 1.00% for Wealth Management Advisory $2,000,000+: up to 1.00% for Founder Wealth Advisory with $36,000 annual minimum $150,000+: up to 1.00% or flat $3,000 annual fee for Emerging Wealth Portfolio Program (whichever is greater) $0+: 1.00% for Retirement Plan Advisory Services with $6,000 minimum annual advisory fee
Up to $400 per hour with minimum 3-hour requirement for one-time project based planning/consulting services
Account minimum: $150,000 Minimum fee: $12,000 annual minimum fee for Wealth Management Advisory; $36,000 annual minimum fee for Founder Wealth Advisory; $6,000 minimum annual advisory fee for Retirement Plan engagements Fee-only: Yes, advisory fees as described, no commissions
Main office
300 S Orange Ave., Suite 1000
Orlando FL 32801
Advisors at this office
1
Most active in
Florida · Maryland · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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