Emanuel Girardi is a CFA-designated registered investment advisor at Kaiser Partner Financial Advisors LTD., based in Zürich, with 1 years of industry experience. Emanuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 210 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kaiser Partner Financial Advisors Ltd (KP FA) charges a quarterly fee based on a percentage of your portfolio. The fee is calculated using the average value of your portfolio each month. The percentage you pay varies depending on how much you have invested. A minimum annual fee of CHF 10,000 (or the equivalent in your currency) applies.
Discretionary Portfolio Management Service:
- CHF 0 - 5,000,000: 0.90% - 1.40% per year
- CHF 5,000,001 - 10,000,000: 0.80% - 1.30% per year
- CHF 10,000,001 - 15,000,000: 0.70% - 1.20% per year
- CHF 15,000,001 - 20,000,000: 0.60% - 1.10% per year
- CHF 20,000,001 and above: 0.50% - 1.00% per year
Non-Discretionary Portfolio Advisory Service:
- CHF 0 - 5,000,000: 0.85% - 1.40% per year
- CHF 5,000,001 - 10,000,000: 0.60% - 1.30% per year
- CHF 10,000,001 - 15,000,000: 0.60% - 1.20% per year
- CHF 15,000,001 - 20,000,000: 0.60% - 1.10% per year
- CHF 20,000,001 and above: 0.60% - 1.00% per year
Non-Discretionary Hold Only Service:
- CHF 0 - 5,000,000: 0.50% - 0.80% per year
- CHF 5,000,001 - 20,000,000: 0.40% - 0.60% per year
- CHF 20,000,001 and above: 0.30% - 0.50% per year
Location
16 Freigutstrasse, Zürich, 8002
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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
Kaiser Partner Financial Advisors LTD.
State Registrations7 states
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