Finax Elite - premium wealth management tailored to you

Experience unrivalled private-client care, personalised guidance, and expert insight.

I want to be Elite
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What makes Finax Elite different?

We don't sell our own funds or bonds. Our wealth managers aren't required to fulfill product roadmaps, granting Elite clients unbiased services with no conflicts of interest. It's not only their high expertise and quality that makes them exceptional but also the price.

Simple fee structure

With us, you have everything in one reduced portfolio management fee for you and your family within one household. If your total assets exceed 100,000 euros across accounts, the management fee is 0.85% p.a. + VAT. For assets over 500,000 euros, the fee is reduced to 0.65% p.a. + VAT. All details are in our price list.

0.85% p.a. + VAT

From 100 000 euros

For Elite clients and family within the same household

0.65% p.a. + VAT

From 500 000 euros

For Elite clients and family within the same household

0 €

No more unnecessary fees

For buying and selling ETFs, setting up, growth, withdrawal

We turn myths into reality

Legend has it that private clients multiply wealth better. They pay lower fees, get better solutions, and maximize returns with respect to the risk they take.

In most cases, the opposite is true. These services are usually more expensive, offer no better quality than the retail offering, and the only thing clients get is a false sense of prestige. Finax Elite turns myths into reality. We bring you benefits like independence, lower cost, objective risk assessment, and higher asset growth.

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Michal Vaculík
Michal Vaculík
Head of Sales Executive

Private client goals

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Wealth building

Appreciate your wealth efficiently, with low fees and tax exemption.

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Intelligent Annuity

Do you want to continue appreciating the wealth you've built even while receiving an annuity?

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Intergenerational wealth exchange

Do you know that a portion of your wealth is designated for future generations already today?

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How to become an Elite client?

Elite's only requirement is that the value of assets under our management in the client account or accounts of family members within the same household exceeds

100 000 €

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Why choose us?

  • Finax Elite does not offer products on which it receives commissions, which makes its advice independent and objective. The entire Finax team is made up of professionals with many years of investing and investment advisory experience. They are continually educating themselves and keeping up to date with current trends to provide you and your wealth with unrivaled care.
  • Each Finax Elite client is taken care of by a professional wealth manager led by experienced Michal Vaculík. A wealth manager is always at your disposal, professionally and personally ready to help you achieve your investment goals, set the right investment strategy, and educate and guide you and your investments.
  • Passive investing in ETF portfolios currently represents the ideal investment solution. In terms of the returns achieved and the risk taken, but also in terms of costs, taxes, or understandability, it has no relevant alternative in the market at the moment. Add a cherry on top of your portfolio in the form of an individual portfolio or a brokerage service.
  • The key to a successful investment is matching it correctly to your goals, needs, and risk profile. Investment preparation is the most important part of the investing process. The Wealth Manager listens, explains, educates, and adjusts to ensure that the investments match your plans, abilities, and preferences and that you identify with them.
  • We invest our clients' wealth exactly as our own. We prefer time-tested solutions that are profitable, acceptable in terms of risk, liquid, safe, and tax-advantaged. We do not search for unique risky investments, we do not attempt to invent perpetual motion, and we reject expensive investments. We seek to offer you investments that work. All you need is to follow the basic rules.
Ivan Chrenko

Ivan Chrenko

„I am a shareholder and client of Finax. Find out how Finax appreciates a portion of my wealth."

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Join Elite

If you are interested in the Finax Elite service, leave us a phone contact and our wealth managers will get in touch with you to provide all the details.