INTELLIGENT PORTFOLIO
AT AFFORDABLE PRICES
Price is what you pay. Value is what you get.
Simple fee structure for managed portfolios
0 €
For ETF purchase/sale
We make all purchases and sales for you for free.
0 €
For performance
We do not charge any performance fee.
0 €
For establishment/ termination
You do not pay for establishment or termination of your account.
0 €
For withdrawal from account
In case you decide to withdraw a part of your money, it does not cost you anything.
1% +VAT (20%)
For portfolio management
Annual fee from the value of the asset under management
covered aliquotely on a monthly basis
What the service includes:
- Widely diversified portfolio
- Possibility to invest from 20 € per month
- Tax optimization
- Automated rebalancing.
0 %
Payment processing fee
valid for deposits of 1 000 € and over
1% +VAT (20%)
Payment processing fee
valid only for deposits below 1 000 €
0.85% +VAT (20%)
For portfolio management
for Finax Elite clients
The condition is the total asset value of at least 100 000 Euros in Finax
0%
Payment processing fee
Applies to all deposits
Investment advisory fee
In case you are interested in individual assessment of your circumstances, a financial agent or Finax employee may provide you with a personal recommendation. For such a service, the Client may be charged an investment advisory fee up to 4%, of the Target savings amount, about which the Client will be informed prior to the provision of the Service.
Take advantage of our discounts
Discount for inviting friends
Check the ongoing promotions to obtain an even higher discount.
Recommend Finax to your friends and get up to 1 000 € managed free of charge for yourself and for your friend.
Discount for transferring your investment
Transfer your investment to us and we'll reward you by managing 50% of the investment amount transferred free of charge. More information in FAQ
Frequently asked questions on fees
-
How much does Finax charge for its services?
-
How is the fee calculated?
-
Do I pay any fees in case I decide to terminate my account?
-
What discounts do you offer?
-
Can discounts be combined?
