Skip to Content

Fees & Charges

Transparent pricing for your investment journey.

Overview

At J. Knobel Investor Services Limited, we prioritize clarity, transparency, and fairness in our pricing. As a tied agent of Mega Equity Securities and Financial Services Public Limited (CySEC License No. 011/03), we provide investment services in full compliance with MiFID II. There are no hidden charges, and you will receive a complete cost disclosure before any investment or transaction. Below, we outline our fees and reference Mega Equity’s charges, which are included in trade execution.

Financial Planning Fee

Discovery Meeting: €250 

  • This in-depth consultation includes a needs analysis, suitability assessment, and financial review a key regulatory step before providing advice. You’ll receive actionable insights from day one, not a sales pitch.
  • Comprehensive Financial Plan: No additional charge if you proceed with our services after the Discovery Meeting. No further obligations apply if you choose not to continue.
  • Ongoing Financial Planning & Advice: Integrated into our investment advisory model no separate planning fee beyond the Discovery Meeting.

Investment Advice & Transaction Charges

When you act on our investment advice, you pay a single transaction commission that combines our advisory fee, a reception and transmission of orders (RTO) fee, and Mega Equity’s execution fee. For self-directed trades without advice, the commission includes only the RTO fee and execution fee.

Advisor-Assisted Transactions:

  • Investment Advice Fee: 0.3% - 1% of trade value
  • RTO Fee:   0.2% - 1% of trade value
  • Example: Advisor-Assisted Trade

  • Trade value: €10,000

  • Tied Agent & Client agree on 0.6% all-inclusive commission rate          (0.4% advice & RTO + 0.2% execution commission) 

  • Total Coast: €60.00

Self-Directed Transactions

  • Execution-Only Commission: 0.2%- 1% (no advice fee applies)  Client places own order via trading platform for execution.
  • RTO & Execution 0.2%-1% (no advice fee applies) Client instructs tied agent to transmit an order for execution 
  • Example: Self-Directed Trade

  • Trade value: €10,000

  • Tied Agent & Client agree on 0.2% all-inclusive commission rate     (0.2% RTO & execution commission) 

  • Total Coast: €20.00

Mega Equity Securities and Financial Services Fees

As our execution partner, Mega Equity charges additional fees for depository, exchange, taxes, safekeeping, and other services, which are included in transaction costs. These fees only apply when relevant to the services that the client requests to receive and can be discussed at the time of opening the account with your tied agent. They vary by market (e.g., CSE, ASE, international), financial instrument (e.g., stocks, bonds), and client type (retail or professional). Key examples include:

  • Depository/Exchange Fees: E.g., 0.0475% for CSE Main Market stocks, €0.16 fixed fee per CSE trade.
  • Taxes: E.g., 0.20% Greek sales tax, 0.30% French Transaction Tax on qualifying shares.
  • Safekeeping: Up to 0.5% annually or 0.10% per transaction.
  • Miscellaneous: E.g., €10–€20 account opening, €350 LEI issuance for legal entities.


Mega Equity may adjust fees with at least 10 days’ notice. For a full breakdown, visit their fee schedule. 

Disclosures: No advice is provided until suitability is assessed. Trading involves risks, and capital may be lost. J. Knobel Investor Services Limited acts as a tied agent, transmitting orders to Mega Equity (CySEC License No. 011/03) for execution. All fees, including RTO and execution charges, are disclosed before transactions and itemized in trade confirmations. Costs may vary based on market, instrument, portfolio size, or requested services.