Strategic Swiss Advisors AG is a Swiss-based registered investment advisor that offers discretionary investment management services. They work with U.S. and non-U.S. clients, developing personalized investment policies and managing portfolios based on those policies. They provide access to a globally diversified investment universe and the ability to hold different currencies. Strategic Swiss Advisors does not solicit orders or manage wrap fee programs.
Assets Under Management$46M
Clients6
Advisors1
Avg. per Client$7.7M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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