Deepak Soni is a registered investment advisor at Margna Peak Advisors AG, based in Zurich, with 15 years of industry experience. Deepak 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 48 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Margna Peak Advisors charges an annual fee based on the value of your portfolio, billed quarterly.
- For discretionary portfolio agreements, the fee is 1.00% per year.
- For advisory portfolio agreements, the fee is 1.10% per year.
For portfolios under $1 million, there is a minimum fee of $2,500 per quarter, which continues until the portfolio exceeds $1 million.
Location
Tödistrasse 16, Zurich, CH-8002
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Regulatory History
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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Deepak serves on the advisory board of ArtBnk, a fintech company focused on art valuation. He is also a passive equity investor in Swiss Gold Gin USA, an activity that started as a hobby.
Employment History
Current Registrations
Margna Peak Advisors AG
Previous Registrations
Ubp Investment Advisors S.A.
Vontobel Swiss Wealth Advisors AG
Credit Suisse Private Advisors
State Registrations2 states
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