SSA Swiss Advisors AG offers investment advice to high net worth individuals, trusts, and family offices. They provide both discretionary and non-discretionary investment management services, creating customized investment solutions based on each client's goals, risk tolerance, and restrictions. SSA Swiss Advisors also offers family office services such as consolidated reporting, performance analysis, and wealth structuring. They do not provide legal or tax advice.
Assets Under Management$680M
Clients118
AdvisorsN/A
Avg. per Client$5.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
SSA Swiss Advisors charges a fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows:
- On the first $5 million — 1.2% to 1.50%
- $5 million to $15 million — 0.90% to 1.15%
- $15 million to $25 million — 0.70% to 0.85%
- Above $25 million — 0.60% to 0.75%
There is a minimum quarterly fee of CHF 225.
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