Terms and conditions

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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).

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