Climber Capital SA

Fee-Only (% of Portfolio)Fixed/Hourly

Climber Capital SA, based in Switzerland, offers investment services to individuals, trusts, corporations, and other entities in the US and abroad. Climber Capital SA provides both discretionary and non-discretionary investment services tailored to each client's needs, objectives, and restrictions. Clients can choose from five risk profiles or define their own. For non-discretionary accounts, Climber Capital SA offers advice on financial markets and portfolio construction but does not have authority over the client's account.

Assets Under Management$530M
Clients92
AdvisorsN/A
Avg. per Client$5.8M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

This rate is for discretionary mandates. Non-discretionary mandates are charged 0.8%. The minimum quarterly fee is $2,500. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.