Swiss American Advisors AG provides investment services to individuals, corporations, trusts, and foundations. The firm manages separate portfolios for clients, offering both discretionary and advisory services. They tailor investment strategies to meet client goals and continuously monitor accounts, discussing portfolios with clients at least annually. Typical investments include international stocks, mutual funds, bonds, and precious metals, diversified geographically and by currency.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Swiss American Advisors AG charges an annual percentage based on the value of your portfolio. The percentage varies depending on the investment strategy you choose:
- Conservative: 0.90% on assets up to $2,500,000, 0.85% on assets between $2,500,001 and $5,000,000, 0.80% on assets between $5,000,001 and $10,000,000. Fees are negotiable for amounts over $10,000,001.
- Balanced: 1.10% on assets up to $2,500,000, 1.05% on assets between $2,500,001 and $5,000,000, 1.00% on assets between $5,000,001 and $10,000,000. Fees are negotiable for amounts over $10,000,001.
- Growth: 1.20% on assets up to $2,500,000, 1.15% on assets between $2,500,001 and $5,000,000, 1.10% on assets between $5,000,001 and $10,000,000. Fees are negotiable for amounts over $10,000,001.
- Equity: 1.40% on assets up to $2,500,000, 1.35% on assets between $2,500,001 and $5,000,000, 1.20% on assets between $5,000,001 and $10,000,000. Fees are negotiable for amounts over $10,000,001.
The minimum annual fee for all strategy accounts is $1,000.
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