Cristina Forrer is a CFA-designated registered investment advisor at Strategic Swiss Advisors AG, based in Wollerau. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $46M 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 $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Location
15 Etzelstrasse, Wollerau, CH8832
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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 Activities
Cristina is a member of the Audit Committee for Kendis Trustees (USA) LLC as Trustee of the Mezquite Trust since 2018, authorizing distributions to beneficiaries. This activity requires minimal time.
Employment History
Current Registrations
Strategic Swiss Advisors AG
Previous Registrations
Strategic Swiss Advisors Sarl
State Registrations1 state
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