Additional Services

WMI offers additional services for individual purchase

The following services are offered to those who manage their own investment accounts already (self-directed). These services may be purchased individually. Premium managed accounts already include all the following services.

Additional Information:

The client will be provided an asset class allocation chart, upside/downside projections, and a complete table of what the client should buy and how much of each security or financial asset to purchase him/herself online ($180)

Additional Information:

The Investment Advising hourly service allows clients to discuss their current or future investment portfolio on a general basis. Clients will receive an understanding of the Israeli capital market, current market conditions and performance, and tools in which to construct their own portfolio ($90/hour). Investment Advising does not replace the one-time initial Portfolio Creation service (purchased individually or as part of the Silver/Gold offerings) that provides a new client a complete breakdown of suggested financial assets (diversified Exchange Traded Funds tracking market indices) to purchase, including amounts, prices, projected upside-downside annual yields projections, expected cashflow, detailed ETF information and more. This service is not a replacement for full portfolio management (which is the Premium Managed Account). This service does not assist clients that wish to actively manage their self-directed accounts that incorporate individual securities. Wise Money Israel’s individual stock/bond research, portfolio composition, and securities recommendations are only offered to Premium Managed accounts.

Buying and Selling Securities

For those who already have an open self-directed investment account, and desire Wise Money Israel to buy or sell their securities online ($90) on their behalf


Additional Funds Allocation

For clients with an invested account, Wise Money Israel offers to create an updated target portfolio to accommodate additional funds in their account, and purchase/sell securities to achieve that target ($150)


Tax Reporting

Citizens of countries other than Israel (or Israeli dual-citizens) may have tax reporting requirements. Based on their account data, we prepare for the client an unofficial tax worksheet for their local tax reporting needs ($90)


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