Investment Account

Explain in detail about Winvesta's investment account fees.

Winvesta's investment account fees are structured into two main types: Subscription Fees and Platform Fees.

  • Subscription Fees: These fees are charged directly by Winvesta based on the subscription tier you choose. Different tiers offer varying benefits and fee structures, so your subscription fee depends on the tier you select.
  • Platform Fees: These fees are charged by Winvesta’s brokerage partner and depend on your Assets Under Management (AUM) and the subscription tier you are in.

If you are in the Lite tier, the platform fees vary according to your AUM:

TierAsset Under Management (AUM)Platform Fee
Lite Tier$50+$1

For example, Person A’s AUM is $49 and person B’s AUM is $51. Both are in the lite tier. Person B will be charged $1.

To summarise:

  • You pay a subscription fee to Winvesta based on your chosen tier.
  • Brokerage partner charges platform fees based on your AUM and tier.
  • In the Lite tier, when your AUM is $50 or more, the platform fee charged is $1.

This fee structure ensures you pay proportionally based on the level of service and investment size you maintain.