Weber Hartmann Vrijhof & Partners (WHVP) is a Swiss-based registered investment advisor that provides wealth management solutions to individuals and high-net-worth clients. WHVP focuses on investments outside the US, offering clients geographical diversification. Client accounts are managed on a discretionary or non-discretionary basis and are maintained at third-party financial institutions. WHVP primarily invests in equities, fixed income securities, foreign currencies, and precious metals.
Assets Under Management$160M
Clients115
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
WHVP charges a percentage of the value of your portfolio each year, charged quarterly. The fee is calculated in the currency of your account and charged in Swiss Francs.
For discretionary management services:
- $500,000 - $3,000,000: 1.5% per year, with a minimum of CHF 2,000 per quarter.
- $3,000,000 - $5,000,000: 1.25% per year.
- Over $5,000,000: Negotiable.
For non-discretionary management services:
- $500,000 - $5,000,000: 1% per year, with a minimum of CHF 1,250 per quarter.
- Over $5,000,000: Negotiable.
Loading...