White Lighthouse Investment Management S.A.R.L.
Fee-Only (% of Portfolio)Fixed/Hourly
White Lighthouse Investment Management provides investment management services for professional clients as defined by Swiss regulations. They create diversified portfolios using low-cost exchange-traded funds (ETFs) and may use individual securities and mutual funds. They also offer hourly or project-based financial planning consultations, but do not provide investment advice or management on a project basis. Most clients are international individuals or families.
Assets Under Management$87M
Clients35
AdvisorsN/A
Avg. per Client$2.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Assets under management from 0 CHF – 500,000 CHF are included in the annual fee. Fees negotiable for amounts over 5,000,001 CHF.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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