Value Advantage Select Platinum
Account Type Managed Managed Managed Managed
Level of Investment $75,000-99,999 $100,000-249,999 $250,000-749,999 $750,000+
Opening Account
Email Support
Currency Conversion
Portfolio Creation
Portfolio Execution
Detailed Quarterly reports
Password renewal
Tax Report Preparation
Additional funds allocation
Investment Advising
Total cost (bundled) 1.60% Annual Management Fee 1.35% Annual Management Fee 1.20% Annual Management Fee 1.10% Annual Management Fee
Open Account Open Account Open Account Open Account

The exact fee charged to each client can vary based on factors decided by Wise Money Israel. Such factors include the relationship of the client to the investment adviser representative, the total amount of assets being managed, future deposits to the accounts under our management, and the level and type of services provided.

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