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Unter Altstadt 10 - Postfach CH-6302 Zug

our Fees

SIMPLE, CLEAR AND TRANSPARENT

PREFERENTIAL CONDITIONS. TRANSPARENT COST OVERVIEW.
What are the costs for our services?

Our remuneration consists purely of a base fee. The standard fee model is designed differently depending on the desired service (individual asset management, advisory mandate, etc.). We invoice the fees transparently and on a quarterly basis.

 

What bank charges can be expected?

We will be happy to show you the preferential conditions we have negotiated for you with regard to brokerage fees and custody account fees when you select your bank. The bank fees decrease as the mandate volume increases.

 

What to look out for when comparing costs

Front-end loads, excessive trading costs or retrocessions are not acceptable to us and we avoid them completely in the interest of our clients. We recommend that you actively compare our costs with those of other providers. Our experience shows that our overall costs are significantly lower than those of a standard management mandate. We would be happy to explain the details in a personal meeting.

 

ICH BIN AN EINEM UNVERBEINDLICHEN PORTFOLIO REVIEW INTERESSIERT

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‹Senden› Knopf. 

Wir werden umgehend mit Ihnen in Kontakt treten.

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‹Senden› Knopf. Wir werden umgehend mit Ihnen in Kontakt treten.

BITTE KONTAKTIEREN SIE MICH UNVERBINDLICH BETREFFEND FOLGENDER DIENSTLEISTUNG(EN)
I AM INTERESTED IN A NON-BINDING PORTFOLIO REVIEW
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I AM INTERESTED IN A NON-BINDING PORTFOLIO REVIEW
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We will contact you shortly.
Please fill in the form below and press the ‘Send’ button. We will contact you shortly.
Please contact me without obligation regarding the following service(s)