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Sabina Sauser

8 Years of Experience
Zurich

Sabina Sauser is a registered investment advisor at Margna Peak Advisors AG, based in Zurich, with 8 years of industry experience. Sabina 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
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
48 clients
Average Client Portfolio
$7.8M average
Assets Under Management
$372.5M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

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.

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Location

Tödistrasse 16, Zurich, CH-8002

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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

Sabina is a member of the board of directors for Ragotti & Weber Bau AG and Ragotti & Weber Management AG, construction and real estate businesses in Switzerland, since 1998, dedicating minimal time to board meetings. She is also a lecturer at the University of Applied Sciences, HWZ, Zurich.

Employment History
Current Registrations
Margna Peak Advisors AG
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Vontobel Swiss Wealth Advisors AG
October 2010 - April 2016 · 5 yrs 6 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.