Urs Vrijhof-Droese is a registered investment advisor at Whvp, based in Zurich, with 4 years of industry experience. Urs operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 115 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WHVP charges a percentage of the value of your portfolio each year, charged quarterly. The fee is calculated in the currency of your account and charged in Swiss Francs.
For discretionary management services:
- $500,000 - $3,000,000: 1.5% per year, with a minimum of CHF 2,000 per quarter.
- $3,000,000 - $5,000,000: 1.25% per year.
- Over $5,000,000: Negotiable.
For non-discretionary management services:
- $500,000 - $5,000,000: 1% per year, with a minimum of CHF 1,250 per quarter.
- Over $5,000,000: Negotiable.
Location
Schaffhauserstrasse 418, Zurich, 8050
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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
Whvp
State Registrations1 state
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