Our Services

At Fundably, we understand that navigating the investment landscape can be challenging. Our comprehensive suite of services is designed to meet the needs of both individual and institutional investors. With a commitment to transparency, integrity, and performance, we stand by our mission to help you achieve your financial goals. Explore our offerings below:

1. Investment Advisory Services

Our Investment Advisory Services are tailored to suit your unique financial situation and goals. Our certified advisors work closely with you to understand your risk tolerance, investment objectives, and time horizon.

Key Features:

Personalized Investment Plan
Risk Assessment and Management
Continuous Portfolio Monitoring
Access to Market Research and Insights

Pricing: Starting at $150 per hour or a flat fee of $1,200 for a comprehensive plan.

2. Wealth Management

Our Wealth Management service focuses on long-term growth and preservation of wealth. We employ a diverse range of investment strategies tailored to your specific financial goals.

Key Features:

Holistic Financial Planning
Customized Investment Solutions
Estate and Tax Planning
Access to Exclusive Investment Opportunities

Pricing: 1% of assets under management annually, with a minimum investment of $250,000.

3. Retirement Planning

Planning for retirement is critical to maintaining your desired lifestyle in your golden years. Our retirement planning services help you prepare effectively, maximizing your savings and investments.

Key Features:

Retirement Goal Assessment
Investment Portfolio Design
Social Security Optimization
Withdrawal Strategy Planning

Pricing: Starting at $500 for a complete retirement plan.

4. Risk Management Services

Understanding and managing risk is vital to a successful investment strategy. Our risk management services analyze your portfolio to ensure you are positioned to weather market volatility.

Key Features:

Portfolio Risk Analysis
Market Stress Testing
Risk Mitigation Strategies
Ongoing Risk Assessments

Pricing: Risk assessment reports starting from $750.

5. Investment Fund Management

Fundably offers professional management services for private investment funds. Our experienced team ensures that your funds are managed in accordance with regulatory requirements while maximizing returns.

Key Features:

Active Fund Management
Strategic Asset Allocation
Performance Reporting
Compliance Management

Pricing: 1.5% management fee plus 20% performance fee on profits.

6. Educational Resources and Workshops

At Fundably, we believe in empowering our clients through education. We offer a range of workshops and resources to help you make informed investment decisions.

Key Features:

Online Webinars on Investment Strategies
Financial Literacy Workshops
Comprehensive Guides and E-books
Access to Online Courses

Pricing: Workshops from $100 per participant; subscription for educational resources starting at $25/month.

7. Tax-Advantaged Investment Strategies

Our team collaborates with tax professionals to create investment strategies that are not only designed to grow your wealth but also to minimize tax liabilities.

Key Features:

Tax-Efficient Investment Plans
Capital Gains Minimization Strategies
Tax-Loss Harvesting Services
Retirement Account Optimization

Pricing: Plan development fees starting at $600.

8. Custom Portfolio Creation

For investors looking for bespoke investment strategies, our Custom Portfolio Creation service will design portfolios tailored to your individual preferences and goals.

Key Features:

Asset Class Diversification
Personalized Risk Assessment
Strategic Asset Allocation
Regular Review and Rebalancing

Pricing: Initial consultation free; portfolio creation starting at $1,000.

9. Impact Investing

For those interested in making a difference while investing, our Impact Investing services focus on generating social and environmental impacts alongside financial returns.

Key Features:

Investment in Sustainable Ventures
Impact Metrics and Reporting
Philanthropic Investment Strategies
Community Investment Programs

Pricing: Custom pricing based on investment size; initial assessments are complimentary.

10. Comprehensive Financial Reviews

A comprehensive financial review is essential for understanding your financial health. Our team will analyze your portfolios, assets, and liabilities to provide you with actionable insights.

Key Features:

Complete Financial Overview
Recommendations for Improvement
Goal Setting and Progress Tracking
Review of Financial Products and Services

Pricing: Starting at $300 for a complete financial review session.

Why Choose Fundably?

As your trusted investment partner, Fundably combines industry expertise with personalized services to help you navigate your financial journey. Here are some reasons to choose us:

Experienced and Knowledgeable Advisors
Customized Strategies to Meet Your Needs
Commitment to Transparency and Ethics
Access to Exclusive Research and Insights
Proven Track Record of Performance

Get Started Today!

At Fundably, we’re ready to help you turn your investment aspirations into reality. Whether you are looking to build wealth, plan for retirement, or seek sustainable investment options, our team is here to assist you.

Jason V. Burke