Kaiser Partner Financial Advisors Ltd (KP FA) offers personalized investment advice, including managing portfolios with discretion, providing advice without managing the portfolio, and holding only services. KP FA works with high net worth individuals, individuals, trusts, and estates, investing in equities, bonds, and exchange traded funds. KP FA establishes an investment strategy based on the client's needs and investment profile. The ultimate decision on investments remains with the client for non-discretionary services.
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