Andreas Arni is a CFA-designated registered investment advisor at Marcuard Family Office LTD, based in Zurich. Andreas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 137 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marcuard Family Office charges a fee based on the amount of assets they manage or advise on. The exact fee is negotiable and outlined in your client agreement. The indicative annual fee rates are:
- Up to $10 million: 0.8-1.2% for management, 0.6-0.8% for advisory
- $10 million to $25 million: 0.7-1.1% for management, 0.5-0.7% for advisory
- $25 million to $50 million: 0.5-1.0% for management, 0.3-0.5% for advisory
- Over $50 million: Negotiable
For illiquid positions like private equity funds, a flat fee rate will be applied for SEC clients. For non-SEC clients, a flat fee plus performance will be applied.
Location
Bellerivestrasse 36, Zurich, 8008
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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 →Employment History
Current Registrations
Marcuard Family Office LTD
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.