Swiss Finance Private Wealth Management LLC offers personalized investment management, comprehensive wealth management, and financial planning services for individuals, families, and business owners. The firm creates customized investment portfolios based on each client's specific goals, risk tolerance, and tax situation. Clients can choose between foundational administrative monitoring services or active discretionary portfolio management. Swiss Finance Private Wealth Management also coordinates broader financial affairs, including estate planning, tax planning and coordination, and family office services. For eligible clients seeking alternative strategies, the firm may recommend its affiliated private fund, Swiss Finance Fund LLC. The firm operates as a fee-only advisor and tailors its strategies to meet individual client objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Fees consist of a Program Fee of up to 0.60% and an Advisory Fee of up to 1.75% for active management, totaling up to 2.35%. Subject to a minimum annual fee of $10,000. All fees are negotiable.