Zurich Awes Financial Management provides personalized investment advisory services, including asset management, financial planning & consulting, and pension consulting. For asset management, Zurich Awes creates tailored portfolios using stocks, bonds, ETFs, mutual funds, and other securities, reviewed quarterly and rebalanced as needed. Financial planning covers investment, retirement, estate, tax, education, and insurance planning. Pension consulting assists employer plan sponsors in establishing and monitoring retirement plans.
Fee Structure
Zurich Awes Financial Management charges up to 1.99% annually of the value of your portfolio, depending on your individual situation. In certain circumstances, the firm may charge up to 2.75%. The fee is calculated quarterly in advance.