Financial Advisor

Do you want to maximize your investments? Count on the support of our financial advisors

Do you have any question?
Do not keep it for yourself,
we have the answer.

Sometimes money-related issues are complex, which is why we work to make our Financial Advisor service as easy to understand as possible. Here are some of the most frequently asked questions.

How to get a personal manager?

inbestMe Plus is a free service you can get by depositing €/$100,000 or more to an inbestMe managed account. The client will directly access inbestMe Plus or may open an account with us with no further hassle, and then access the service when they feel like it.

Even lower fees

At inbestMe, fees go down as invested assets grow. Thus, inbestMe Plus client’s fees go still lower as you top €/$100,000. For example, for the inbestMe Strategic plan with €/$100,000 the fee is 0.4%, at €/$500,000 the management fee is 0.3%, and at €/$1m the commission drops to 0,25%.

Can I transfer funds from other entities to inbestMe?

Yes, you can.

The transfer order of the investment funds in the name of the minor must be made from inbestMe. To do this you must start the account opening process and, at the end, you can choose to transfer the funds.

Tailor your portfolio with inbestMe Plus

With inbestMe Plus, investors can personalize their portfolio. Modify country/region and its weight in your portfolio, customize investment style and its weight in the portfolio, modify and select alternative investments, point the portfolio at Socially Responsible investment, and many other possibilities.