ME
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Markus Eberle

14 Years of Experience
Zurich

Markus Eberle is a registered investment advisor at Bellecapital International, based in Zurich, with 14 years of industry experience. Markus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 335 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
335 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.80%
$20.0M - $50.0M0.70%
$50.0M - $100.0M0.60%
$100M+0.50%

Bellecapital retains the right to charge fixed or lower fees than the fees displayed in the schedule. Eligible clients have a choice either to pay Bellecapital based on the above fee schedule, or a fee with a performance-based component.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Limmatquai 1, Zurich, 8001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Markus is a non-executive director at LMR Partners LLP, a hedge fund, since 2010. He spends minimal time advising, attending board meetings, and signing strategic papers.

Employment History
Current Registrations
Bellecapital International
August 2011 - Present · 14 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.