InvestorBloc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
InvestorBloc provides investment management, financial planning, estate-planning coordination, fractional CFO and business consulting, private investment advisory, and retirement plan services. Its client base includes individuals (including high-net-worth clients), business owners and corporations, charitable organizations, employer-sponsored retirement plans, accredited investors, family offices, and small institutions.
The firm emphasizes a disciplined, evidence-based approach that prioritizes strategic asset allocation, diversification, and long-term, risk‑adjusted performance rather than frequent trading or market timing. InvestorBloc uses written Investment Policy Statements and a suite of model portfolios (including automated robo and hybrid digital+human options), exercises discretionary authority for routine trading, and conducts ongoing due diligence and oversight when recommending independent managers.
Compared with many peers, InvestorBloc combines institutional retirement-plan fiduciary services (including ERISA 3(38) and 3(21) work and pension consulting) with paid educational offerings—subscription newsletters, workshops and webinars—and bespoke private-investment due diligence and fractional CFO engagements. It also commonly engages other advisers through independent-manager selection and oversight and bills certain projects or advisory work on hourly or project-based terms, a mix of service lines and fee formats that is less typical for investment-manager firms.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be quoted in advance for Private Investment Due Diligence projects; Retirement Plan Consulting may be flat retainers ($3,000–$10,000+)
Private Investment Due Diligence billed hourly; Fractional CFO & Advisory billed $200–$350/hr
Educational newsletters typically subscription-based; fees vary depending on program
Account minimum: $1,000 for Passive Bloc ETF Robo portfolios; $10,000 for Active Bloc Stock/ETF Hybrid portfolios Minimum fee: $300 onboarding fee for Passive Bloc ETF Robo and Active Bloc Stock/ETF Hybrid; onboarding fee waived if enrolled into comprehensive financial plan Fee-only: Financial planning charged hourly: $250–$400/hr for Comprehensive Plan; $300–$500/hr for Estate and Legacy Planning and Tax Strategy Planning
Main office
Charlotte NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Investorbloc · Investorbloc LLC · Investorbloc, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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