Swiss USAdvisors, based in Zurich, Switzerland, offers investment advice to clients with connections to the United States. They provide both discretionary and non-discretionary asset management services, tailoring investment strategies to each client's needs and objectives, considering factors like risk tolerance and liquidity requirements. Swiss USAdvisors does not select brokers or negotiate commissions, working with the client's chosen custodian bank.
Assets Under Management$250M
Clients100
AdvisorsN/A
Avg. per Client$2.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10 Million. Some clients may be eligible for a performance-based fee structure: a base fee of 1% per year plus a performance fee of 10% of net performance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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