Swiss Alpine Wealth Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Swiss Alpine Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering topics like retirement, insurance, and taxes. You're responsible for deciding whether to implement their recommendations. Swiss Alpine Wealth Management does not maintain offices in the United States and its principal office and place of business is located in Leysin, Switzerland.

Assets Under Management$1.8M
Clients6
AdvisorsN/A
Avg. per Client$300K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $750K1.00%
$750K+0.75%

Fees are negotiable based on various factors.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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