Alpen Partners International AG (API) offers investment advisory services, including discretionary and non-discretionary portfolio management, and investment consolidation/reporting. API works with high net worth and ultra-high net worth individuals and families. API develops tailored investment policies based on client's objectives, risk tolerance, and other factors. API does not provide legal or tax advice. Clients select their own custodian bank.
Alpen Partners International AG charges an annual fee based on a percentage of your portfolio's value. The fee ranges from 0.40% to 1.25% for discretionary portfolio management, depending on the size and complexity of the account. For non-discretionary services, the fee is capped at 1.50% of your portfolio's value. There is a minimum quarterly fee of 1,000 Swiss Francs (or equivalent). Fees are charged quarterly.