Evan Liberman is a registered investment advisor at Wise Money Israel, based in Binyamina, with 2 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 175 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wise Money Israel offers discretionary investment management services through its Premium Account Program. The annual fee ranges from 1.15% to 2.00% of your portfolio, as determined by the custodian. The minimum account size is $50,000. Fees are billed in arrears, either monthly (for Israeli residents with non-U.S. brokerage accounts), quarterly (for non-Israeli residents with non-U.S. brokerage accounts), or quarterly (for U.S. brokerage clients).
Location
6 Hamelacha Street, Binyamina, 3057319
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is the Chief Executive Officer of Wise Money Israel Ltd., where he provides investment management services. Currently, Evan spends all of his time at Wise Money Israel Ltd, but anticipates splitting his time between it and Wise Money Israel LLC.
Employment History
Current Registrations
Wise Money Israel
Wise Money Israel LLC
State Registrations2 states
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