ISGAM US offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full written plans covering asset allocation, retirement, estate planning, and more. ISGAM US uses a third-party sub-advisor, ISGAM AG, for investment research and recommendations, but ISGAM US makes the final decisions for your account.
Fee Structure
ISGAM US offers ongoing investment management services. The annual fee is between 0.70% and 1.20% of your portfolio, billed quarterly in advance. The specific fee depends on the mix of assets in your account, with higher fees for accounts holding more equity and alternative investments. There are no stated minimum fees. ISGAM US uses Charles Schwab as the custodian for your assets.