Pricing and Accounts

Pricing

We use a simple, low cost fee structure so you keep more of the money you earn. The more money you accumulate, the more money you can reinvest in Israel.

The minimum investment needed to open an account with The Jerusalem Portfolio is $180 per account and the accounts are charged an annual fee based on the following fee schedule:

Account Size Annual Fee
$0 – $100,000 2.00%
$100,000 – $300,000 1.50%
$300,000 – $500,000 1.10%
$500,000 – $1,000,000 1.05%
> $1,000,000 Please contact us

By partnering with TD Ameritrade, Inc. The Jerusalem Portfolio is able to provide to our clients with zero-commission trades and additional security benefits. Investor funds are custodied by TD Ameritrade which is a member of FINRA/SIPC. To learn more about the security and safety of investor funds CLICK HERE

Accounts

We can handle a variety of accounts, including:

  • Individual accounts
  • Joint accounts
  • Trust accounts
  • Retirement accounts
  • Traditional IRAs
  • 401(k) Rollovers
  • Roth/SEP IRAs
  • Beneficiary IRAs