Wise Money Israel LLC offers investment management services to individuals, high net worth individuals, trusts, estates, and businesses. They manage client portfolios based on stated investment goals and objectives, exercising discretion over investment decisions. They specialize in Israeli stocks and bonds, using fundamental, technical, and economic analysis. The firm requires a minimum investment of $50,000.
Assets Under Management$17M
Clients49
Advisors2
Avg. per Client$350K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Wise Money Israel charges an annual fee based on the amount of your portfolio, ranging from 1.15% to 2.00%. The exact fee can vary based on factors such as your relationship with the advisor, the total amount of assets managed, and the level of services provided. Fees are billed monthly. There is a minimum account balance of $50,000.
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