Overview
- Total Firm Assets
- $817 million
- Average High-Net-Worth Client Portfolio Size
- $8.7 million
- Stated Minimum Account Size
- $3,000,000
Fee Disclosure
Source: SSA SWISS WEALTH ADVISORS AG FORM ADV PART 2A 29 MARCH 2023 (2025-03-24)
· View brochure text
Latest filing: SSA SWISS WEALTH ADVISORS AG FORM ADV PART 2A (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.50% |
| $5,000,001 | $15,000,000 | 1.15% |
| $15,000,001 | $25,000,000 | 0.85% |
| $25,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $75,000 | 1.50% |
| $10 million | $132,500 | 1.32% |
| $50 million | $462,500 | 0.92% |
| $100 million | $837,500 | 0.84% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 33.96%
- Number of High-Net-Worth Clients
- 32
- Total Client Accounts
- 154
- Discretionary Accounts
- 121
- Non-Discretionary Accounts
- 33
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 161357
- SSA SWISS WEALTH ADVISORS AG FORM ADV PART 2A (2026-03-24) · View brochure text
- SSA SWISS WEALTH ADVISORS AG FORM ADV PART 2A 29 MARCH 2023 (2025-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗