Transparency and trust are the be-all and end-all in financial matters. It is therefore essential for me to offer you fair conditions – without hidden fees or pitfalls.
Administration fee
0,25%
per quarter of assets under management
Transaction fees
From CHF 3.-
Depending on transaction volume & asset class
Profit sharing
10%
of net profit with high watermark*
Retrocessions
0%
I will credit you in full for any remuneration such as kick-backs or finder’s fees in order to maintain my independence.
Custody fees
Max. 0,025 %
with a cost limit of CHF 50 per quarter
*In the event of negative performance, the profit participation is not levied until the assets have returned to the level they had before the first negative performance (high watermark).