Swiss Finance Management International SA (SFMI SA) provides investment advisory services, including portfolio management and investment consulting, to professional and high net-worth clients. They monitor investments weekly and manage assets on a discretionary or non-discretionary basis, as agreed with the client. SFMI SA does not offer services to retail clients.
Assets Under Management$59M
Clients33
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
SFMI SA charges fees based on a percentage of the value of your investments. They also charge negotiable fixed fees, as agreed upon with clients. Other fees you may pay include custodian fees, account maintenance fees, and brokerage fees.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.