J. Safra Sarasin Asset Management (North America) Ltd (JSSAMNA) offers investment advice to high net worth individuals, trusts, estates, charitable organizations, and small corporations. JSSAMNA provides both discretionary asset management, where they make investment decisions for you, and non-discretionary investment advisory services, where they provide recommendations but you make the final decisions. JSSAMNA's advice covers various asset classes in US and international markets.
Assets Under Management$910M
Clients206
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum quarterly advisory fee of CHF 5,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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