EVT Financial Advisors AG, based in Zurich, Switzerland, offers investment advice to individuals, trusts, foundations, and companies. EVT creates investment programs based on each client's needs, considering factors like risk tolerance, liquidity requirements, and tax restrictions. Client portfolios are diversified across various asset classes with a global approach emphasizing a European perspective. EVT offers both discretionary and non-discretionary asset management services.
Assets Under Management$400M
Clients121
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$400M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...