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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 0.75% |
Fees are negotiable based on various factors.