Ameliora Wealth Management, based in Zurich, Switzerland, offers investment management and advisory services to individuals and institutions with ties to the United States. They provide both discretionary portfolio management, where they make investment decisions for you, and non-discretionary advice, where you make the final decisions. Ameliora tailors its services to each client's individual needs and investment goals, considering factors like risk tolerance and liquidity requirements. They invest in various securities, including stocks, bonds, mutual funds, and ETFs.
Assets Under Management$880M
Clients237
AdvisorsN/A
Avg. per Client$3.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.80% |
| $50M+ | 0.75% |
Fees may be waived, discounted, and/or negotiated at Ameliora's discretion. Minimum Fee $10,000.00
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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