Costs

Our goal is to keep your costs
as low as possible.
At FinMarie there are no hidden fees –
all costs are understandable and
transparent at any time!

Our Service Fee

Your fee is calculated based on the sum of your total investment amount.
You can see the fee for the different investment amounts below. If you go beyond a border,
the new fee is applied to the entire investment amount.
The more money you invest, the lower are the costs!

Minimum balance 10.000 € 10.000 – 50.000 €  50.000 €
Annual fee
(Percent of Assets Under Management)*
0,99% 0,69% 0,39%
Depot & Account
Order fees
Automatic rebalancing
Personalized investment portfolios
Individual portfolio management and
risk management
Unlimited support from the FinMarie Team,
including financial professionals
Financial expertise & financial coaching
Comprehensive overview of your finances
at any time in our web platform

* The Annual fee does not include the underlying fees charged by the ETF funds in your FinMarie portfolio. These fund fees can range from 0.17% to 0.27% per year.

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No trading commissions, withdrawal fees, deposit fees, minimum fees, or transfer fees.

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Simple & flexible pricing. You can switch anytime

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In case, you don’t need our account anymore, you can close it for free anytime and withdraw the entire amount you have invested

Overview of Costs

Our service fee:

 

0,39-0,99 % p.a. of your total investment amount

 

It includes:

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1-2 free and non-binding chats with an individual concept for your investment (in person, via phone or skype)

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Professional financial coaching with a financial expert accredited according to §34f

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Objective consulting services

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An individual investment strategy that fits your financial possibilities and your living situation.

Fonds Costs

 

max. 0,27 % p.a

 

The operating costs of the ETFs included in our investment strategies, ranging between 0.17% and 0.27% p. a.. The fee is taken directly from the fund’s assets by the ETF provider. We have no influence on these costs.

Your money is protected

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Your money is held in segregated accounts at regulated german bank.

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We don’t use your money for any business activity.

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We’re authorised and regulated

Start Investing

There’s no minimum balance to open an account
and it takes less than ten minutes!