Annual Management Fee
Here are the default fees based on assets being managed:
$50,000-$74,999
1.95%
$75,000-$99,999
1.60%
$100,000-$249,999
1.35%
$250,000-$749,999
1.20%
$750,000+
1.10%
All managed investment accounts enjoy the following services:
♦ Opening Account Assistance
♦ Ongoing Investment Management
♦ Portfolio Creation
♦ Securities Trading
♦ Currency Conversion
♦ Internal Securities Research
♦ Detailed Quarterly Reports
♦ Ad Hoc Reports
♦ Customer Service (in-person and via email, video, chat, phone, and text messaging)
♦ Administrative Support
♦ Deposit and Withdrawal Facilitation
♦ Annual Investment Questionnaire
♦ Annual Tax Report/Workshe
The exact fee charged to each client can vary based on factors decided by Wise Money Israel. Such factors include the total amount of assets being managed, future deposits to the accounts under our management, the relationship of the client to the investment adviser representative, and the level and type of services provided.
Management fees are automatically debited from the client’s investment account. Default fees above are based on initial deposit level.