SEQUOIA Swiss Financial Advisors AG (SEQUOIA SFA), based in Zurich, Switzerland, offers investment advice to clients internationally. They provide both discretionary asset management, where they make investment decisions for you, and non-discretionary advisory services, where they provide advice but you make the final decisions. They work with custodian banks to hold client assets and offer different investment strategies based on your goals and risk tolerance.
Fee Structure
SEQUOIA SFA charges a percentage of your portfolio's value each year for investment management. The fee ranges from 0.5% to 1.2%, depending on factors like the investment strategy chosen, the complexity of the service, and the size of your account. This fee is deducted directly from your account quarterly, based on the average value of your account over the previous three months.