Israel Investment Advisors provides investment management services on both a discretionary and non-discretionary basis. The firm creates customized investment portfolios based on client-specified guidelines, risk tolerance, and financial goals, with a particular emphasis on Israeli securities and economic exposure. Before managing assets, Israel Investment Advisors typically prepares a financial plan to understand client needs. The firm offers separate account management and also serves as the general partner for a private investment partnership, the Israel Investment Fund. Services include fundamental analysis, long-term and short-term equity strategies, and fixed income management. Israel Investment Advisors works with individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and other pooled investment vehicles, utilizing Charles Schwab & Co. as a primary qualified custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.30% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $4.0M | 0.30% |
| $4.0M - $5.0M | 0.30% |
| $5.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.30% |
| $75M+ | 0.30% |
Rates apply to equity assets. Fixed income assets are charged a flat 0.30% per year. Cash and money market balances are not charged a fee. Separate accounts may also be subject to a 10% performance fee.