Analyst Portfolio Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and investment restrictions. They invest in various instruments, including stocks, bonds, mutual funds, and ETFs, with a focus on Israeli securities. Clients can impose investment limitations. Analyst does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.15% |
| $300K - $600K | 1.00% |
| $600K - $900K | 0.90% |
| $900K - $1.4M | 0.75% |
| $1.4M - $2.7M | 0.60% |
| $2.7M+ | 0.50% |
Fees are subject to Value Added Tax and may be modified based on the amount you invest and other factors. Analyst receives a portion of the fees from mutual funds managed by its affiliate, Analyst IMS Mutual Funds Management (1986) Ltd, when client assets are invested in those funds, but does not charge its advisory fee on the portion of client assets invested in these affiliated funds.