Luis Gomara is a registered investment advisor at Pictet North America Advisors SA, based in Geneva 73, with 8 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 890 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pictet North America Advisors charges a fee based on a percentage of the assets they manage for you. The cash portion of your portfolio is included when calculating the fee. Investments in mutual funds and exchange traded funds are also included, even though those funds already have their own management fees. The fees are calculated in Swiss Francs (CHF). There is a minimum quarterly fee.
Discretionary Asset Management Services:
- 0 to CHF 2,000,000: 0.85% per year
- CHF 2,000,001 to 5,000,000: 0.75% per year
- CHF 5,000,001 to 10,000,000: 0.65% per year
- CHF 10,000,001 to 25,000,000: 0.55% per year
- CHF 25,000,001 to 50,000,000: 0.45% per year
- CHF 50,000,001 and above: As agreed Minimum quarterly fees: CHF4,250
Non-Discretionary Services:
- 0 to CHF 2,000,000: 0.200% per year
- CHF 2,000,001 to 5,000,000: 0.175% per year
- CHF 5,000,001 to 10,000,000: 0.150% per year
- CHF 10,000,001 to 25,000,000: 0.125% per year
- CHF 25,000,001 to 50,000,000: 0.100% per year
- CHF 50,000,001 and above: As agreed Minimum quarterly fees: CHF1,000
These fees are negotiable.
Location
48 Route Des Acacias, Geneva 73, 1211
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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
Pictet North America Advisors SA
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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