LFA - Lugano Financial Advisors SA, based in Switzerland, offers investment advice and asset management to high net worth and ultra-high net worth clients, including US residents, US taxpayers living abroad, and certain non-US residents. LFA provides both discretionary and non-discretionary investment advisory services, managing client assets in separate accounts at third-party financial institutions. LFA is regulated by the Swiss Financial Market Supervisory Authority (FINMA).
Assets Under Management$880M
Clients271
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$880M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable for amounts over CHF 15,000,001. LFA may receive a one-time entry fee from issuers of structured products.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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