Pricing and Conditions

With us, all costs are combined into a simple all-in fee. In addition to the management fee, this fee includes all costs associated with the investment of funds including transaction costs and custody fees. Our costs are staggered and depend on the volume of your investment.

Pricing

The table shows your costs. The annual fee is charged monthly, i.e. for an investment amount of, for example, 10,000 €, you pay one twelfth of 1.64 % of the investment amount per month. That is 10,000 € * 0.0164 / 12 = 13.67 €.

Investment sum Annual all-in fee
with respect to the investment sum
i.e., monthly about . . .
from 4.000 € 1,79 % 6,00 € - 7,50 €
from 5.000 € 1,74 % 7,25 € - 8,70 €
from 6.000 € 1,70 % 8,50 € - 14,20 €
from 10.000 € 1,64 % 13,70 € - 20,50 €
from 15.000 € 1,60 % 20,00 € - 32,00 €
from 24.000 € 1,54 % 30,80 € - 320,90 €
from 250.000 € 1,45 % 302,10 € - 604,20 €
from 500.000 € 1,34 % 558,30 € - 837,50 €
from 750.000 € 1,20 % 750,00 € - 1.000,00 €
from 1.000.000 € 1,04 % from 866,70 €

Conditions

Create a strategy without obligation

You can click through our questionnaire completely without obligation and have a personal investment strategy created. We will also ask for your planned investment amount and savings plan. Both can, of course, be adjusted later.

Minimum investment

Our minimum investment amount is 4,000 €. Currently, our investment options are not designed for smaller amounts: You will receive a stock portfolio with a combination of stocks and possibly a portion in a bond fund. To stabilize your investment, we put together a portfolio of stocks from different companies across various industries and countries — this is only feasible with an investment amount of approximately 4,000 €. This way, your investment is protected from sector or country-specific value fluctuations.

Easy deposit via bank transfer

If you decide on an investment, you can create an account at the end of the questionnaire, enter your details, and sign the contracts. After that, you simply deposit your investment amount via bank transfer. For your monthly savings plan, we can set up a direct debit.

Savings plan

With a monthly savings plan, you can continuously set money aside. If you stay with it for a while, you can build a financial cushion. With us, you can easily set up a monthly savings plan that fits your finances.

All-in fee

Your fees are billed to you monthly. If you decide on an investment, you can create an account at the end of the questionnaire, enter your details, and sign the contracts. After that, you simply deposit your investment amount via bank transfer. For your monthly savings plan, we can set up a direct debit.

Withdraw anytime

You can deposit or withdraw money at any time. As soon as you request a withdrawal, a suitable part of your securities will be sold, and the sale price will be transferred to your bank account. This process can take up to a week.

Cancellation

You can cancel at any time with a notice period of one month. Upon cancellation, your securities will be sold, and the sale price will be transferred to your bank account.

Choose your focus

strategy.name

You benefit from a diversified investment strategy and make a positive contribution to the environment and society: Your Goldmarie Essential Portfolio contains only stocks of companies that meet our strict sustainability criteria. We continuously adjust the composition to align with your investment goals.

strategy.name

Your Goldmarie Impact Portfolio helps you make the most of your money. You invest in specially selected stocks with a focus on maximizing ecological and social sustainable impact. Not only do you seize opportunities, but you also make a significant contribution to the environment and society.

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Service Hours

Monday 11 a.m. h - 5 p.m. h
Tuesday 11 a.m. h - 5 p.m. h
Wednesday 11 a.m. h - 5 p.m. h
Thursday 11 a.m. h - 5 p.m. h
Friday 10 a.m. h - 4 p.m. h