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.
There is no minimum investment needed to open an 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 Tradier Brokerage, Inc. The Jerusalem Portfolio is able to provide to our clients with zero-commission trades and additional security benefits. Investor funds are custodied by Apex Clearing Corporation, which is a member of FINRA/SIPC.
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
Pricing above is limited to US persons and institutions only. The Jerusalem Portfolio can often accommodate international accounts, but with a larger minimum account size.
