Lighthouse Swiss Wealth Advisors AG offers ongoing investment management services based on your financial situation, investment goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. You can place reasonable restrictions on your account. The firm primarily advises on exchange-traded funds, stocks, bonds, and other securities.
Assets Under Management$44M
Clients26
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.65% |
Fees are negotiable based on the complexity of the client’s situation and the total amount of assets under management. For accounts that hold cash-only, Lighthouse Swiss Wealth Advisors AG will charge an annual fixed fee of US$500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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