Low costs, maximum performance, full transparency

Professional investing does not have to be expensive.

All costs at a glance

The costs for WISE Wealth Expert consist of an attractive flat rate for all our services as well as the costs for the funds in which we invest for you. That’s all.

Performance fee

Some of the best investment professionals in the world manage your investment, including daily monitoring and meaningful adjustments.*

In order to be able to use this flat rate offer, a minimum deposit of EUR 250,000 is required.

Our flat rate of 0.55% p.a. on the investment sum includes all services.

Our flat rate is debited directly from your deposit once a month.

Custody account management costs for customers in the capital repatriation area:

Deposits for using the loss compensation with the a minimum of 10,000 euro money volume are free of charge for the period of processing. In addition, five trades (buy/sell) are included.

All capital volumes below 10,000 euro are processed by a one-off payment of 995 euro (custody account set-up fee) in the area of ​​capital repatriation.

 

External fund costs

External costs arise with almost all forms of investment. We make these transparent for you:

The externally incurred fund costs of an average of 0.66% p.a. are made up of the administration and transaction costs within the individual funds in your portfolio and can change over time.

The fund costs are not debited from your securities account, but are incurred within the fund.

An all-round carefree package

Our flat rate covers all the costs of professional management of your system. Even adjustments to keep your system on track are included.

  • No closing fee
  • No performance costs
  • No service fees
  • No additional costs for deposits and withdrawals
  • No additional depot costs
  • No additional transaction costs from purchases, sales and switches

Your benefits at a glance

 

  • Some of the best investment professionals in the world take care of your investment.
  • Investment in different asset classes and regions for optimal diversification.
  • Daily monitoring of the market including sensible adjustments.
  • You can find out about the status and changes in your portfolio online at any time.
  • Your money is available every day. Deposits and withdrawals possible at any time.