Capitalia (Suisse), based in Geneva, Switzerland, offers investment management services to individuals, family offices, trusts, foundations, and companies. Capitalia provides personalized investment advice and manages client portfolios based on their individual needs and objectives. Capitalia's advice covers a range of securities and transactions. They offer both discretionary and non-discretionary management services.
Assets Under Management$750M
Clients300
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:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees negotiable for accounts over $10 Million. Capitalia also offers some clients the option of paying a base fee of 0.10% 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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Location
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