Wise Money Israel provides investment management and data reporting for client tax preparation. They advise on equities, mutual funds, ETFs, and fixed income. Investment strategies are tailored to individual client needs, considering objectives, risk tolerance, and restrictions. The firm manages client accounts with discretionary authority, selecting investments without prior consultation after initial goals are set.
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).