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 10 € per month
- Tax optimization
- Automated rebalancing.
0,5% incl. VAT
For portfolio management of the Smart deposit
Annual fee from the value of the asset under management
covered aliquotely on a monthly basis
0,5% incl. VAT
For portfolio management of the Wallet
Annual fee from the value of the asset under management
covered aliquotely on a monthly basis
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
0,5% incl. VAT
For portfolio management of the Smart Deposit and Wallet
Annual fee from the value of the asset under management
covered aliquotely on a monthly basis
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 amount of the carried forward investment for 2 years free of charge. More info in FAQ
Frequently asked questions on fees
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How much does Finax charge for its services?
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How is the fee calculated?
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Do I pay any fees in case I decide to terminate my account?
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What discounts do you offer?
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Can discounts be combined?
