Jochen Vogler is a CFP-designated registered investment advisor at Bellecapital International, based in Zurich, with 1 years of industry experience. Jochen 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $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
Location
Limmatquai 1, Zurich, 8001
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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
Bellecapital International
State Registrations4 states
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