Jose Soriano is a registered investment advisor at St. Columbanus AG, based in Teufen, with 8 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
St. Columbanus AG charges a percentage of the value of your investments each quarter. The fee is based on the investment strategy chosen:
- Conservative: 1.0%
- Balanced: 1.2%
- Growth: 1.4%
- Custom: 1.6%
There is a minimum annual fee of 1,000 CHF.
Location
Alte Haslenstrasse 5, Teufen, 9053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
St. Columbanus AG
State Registrations1 state
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