Avalor Investment AG provides discretionary and non-discretionary investment management, as well as investment consolidation and reporting services, to high net worth and ultra-high net worth individuals and their families. Avalor Ltd manages assets in separate accounts at third-party financial institutions, diversifying across multiple asset classes. Avalor Ltd does not render any legal or tax advice.
Fee Structure
Avalor Ltd offers discretionary portfolio management services and non-discretionary (advisory) services. The annual fees for discretionary portfolio management range from 0.75% to 1.25% of the value of your portfolio, depending on the size and complexity of the mandate. The annual fees for non-discretionary (advisory) services depend on the size and complexity of the mandate, but are capped at a maximum rate of 1.50% of the value of your portfolio.