Markus Widmer is a registered investment advisor at Proventus AG, based in Zurich, with 12 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 88 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Proventus Ltd charges an annual fee based on a percentage of your portfolio's value. This fee ranges from 0.2% to 1%, depending on the size and complexity of your account. The fee is calculated at the end of each calendar quarter and charged in arrears. There is no minimum annual fee. Proventus Ltd may waive, discount or negotiate fees at its discretion.
Location
Feldeggstrasse 12, Zurich, 8034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Proventus AG
State Registrations1 state
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