Yuerg Eichmann
Yuerg Eichmann is a registered investment advisor at Swiss American Asset Management, based in Glendale, AZ, with 11 years of industry experience. Yuerg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 151 clients with $16M 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 $500K | 1.90% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.45% |
SAAM's fee is 1% of the client's total AUM calculated based on the average daily balance in the client's account. Clients also pay a separate advisory fee to the third-party manager, plus a $12 monthly technology fee. SAAM will combine households for accounts these fees. SAAM's fees are negotiable.
Fee Estimator
Location
17505 N. 79th Avenue, Suite 215, Glendale, AZ, 85308
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yuerg works as a realtor and real estate agent since 2016. He is also the president/owner of Elba Financial dba Swiss American Financial, where he sells annuities, life insurance, and LTC products, dedicating about half his time to this business.
Employment History
Current Registrations
Swiss American Asset Management
Previous Registrations
Swiss American Asset Management
Virtue Capital Management, LLC
Horter Investment Management, LLC
State Registrations2 states
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