Investable Wealth LLC

Item 5: FEES & COMPENSATION

▪ MANAGEMENT FEE FOR PORTFOLIO MANAGEMENT SERVICES
Investable Wealth, LLC charges a flat fee for portfolio management services. The fee is one percent of assets
under management per annum.

The fee is charged in arrears: generally at the beginning of each month for services rendered the previous
month, based on the average balance during that period.
         EXAMPLE- $100,000 balance during a 30 day period:

                 ⬧   100,000 x 0.01/365 x 30 = $82.19

For convenience of billing and to maintain low cost of operation, Clients will provide written authorization to
their broker/custodian so that Investable Wealth, LLC can automatically deduct the monthly management
fee directly from the Client’s brokerage account.

The management fee is negotiable; however, Clients should consider the value of advisory services described
in Items 4 & 8. Clients seeking discounts may be better served by a firm that does not offer
discretionary concierge portfolio management services.

Termination of advisory services can be implemented by either party, with written notice, and without
penalty. As fees are charged in arrears, refunds are not applicable.

In addition to the management fee charged by Investable Wealth, LLC, Clients will be charged for services
rendered by their broker/custodian such as brokerage, transactional, mutual fund, and custodial fees (see

                                                                          ©2026 Investable Wealth, LLC March 2, 2026

                                                                                    Investable Wealth, LLC
                                                                                       Disclosure Brochure
                                                                                         Form ADV Part 2A    March 2, 2026

Item 7: TYPES OF CLIENTS

Investable Wealth, LLC provides discretionary portfolio management services to various types of Clients,
including individuals, small businesses, trusts, estates, and the like.

A minimum account balance is not required; however, Clients should be committed to a long-term
investment horizon. Due to the vagaries of the stock market, Clients should be prepared to endure volatile
business cycles and have an investment horizon of at least three to five years.

                                                                           ©2026 Investable Wealth, LLC March 2, 2026

                                                                                    Investable Wealth, LLC
                                                                                       Disclosure Brochure
                                                                                         Form ADV Part 2A    March 2, 2026