Benefits & Pricing

Junior

CHF 10’000.- +

1% Management Fee
20% Performance Fee

  • icon Sophisticated Algorithms
  • icon Individualized Portfolio
  • icon Client Support

Senior

CHF 100’000.- +

1% Management Fee
20% Performance Fee

  • icon all Junior Features
  • icon Dedicated Advisor
  • icon Wealth Planning

Generation

CHF 1’000’000.- +

1% Management Fee
20% Performance Fee

  • icon all Senior Features
  • icon Pension & Insurance Reviews
  • icon incl. Family Members