INTELLIGENT PORTFOLIO
AT COMPETITIVE PRICES
Price is what you pay. Value is what you get.
Simple fee structure for managed portfolios
0 €
For ETF purchases/sales
We handle all your purchases and sales at no extra cost for you
0 €
For performance
We do not charge any performance fees.
0 €
For account establishment/termination
There are no fees for setting up or closing your account.
0 €
For withdrawals
Should you decide to withdraw funds, there are no associated costs.
1% + VAT (20%)
For portfolio management
Annual fee calculated on a monthly basis
as a percentage of the assets under management.
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 calculated on a monthly basis
as a percentage of the assets under management.
0.5% incl. VAT
For portfolio management of the Wallet
Annual fee calculated on a monthly basis
as a percentage of the assets under management.
0.85% + VAT (20%)
For portfolio management
for Finax Elite clients
This rate applies to clients with a total asset value
of at least 100,000 euros in Finax.
0.65% + VAT (20%)
For portfolio management
for Finax Elite clients
This rate applies to clients with a total asset value
of at least 500,000 euros in Finax.
Take advantage of our discounts
Discount for inviting friends
Check the ongoing promotions to obtain even higher discounts.
Refer your friends to Finax and both of you will get 1 000 € of your savings managed free of charge.
Discount for transferring your investment
Transfer your investment to us and we'll reward you by managing 50% of the transferred amount at no charge for 2 years. More info in FAQ
Discounts for inviting friends or transferring investments apply to all Finax products, except for the Zloty Portfolio and Zloty Bond Portfolio.
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 close my account?
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What discounts do you offer?
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Can discounts be combined?
