Strategic Swiss Advisors Ag Fees & Minimum

Overview

Total Firm Assets: $220 million
Average High-Net-Worth Client Portfolio Size: $44.0 million

Fee Disclosure

Source: ADV PART 2A JULY 2026 (2026-07-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.20%
$5,000,001	$10,000,000	1.00%
$10,000,001	$20,000,000	0.80%
$20,000,001	$50,000,000	0.60%
$50,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	$60,000	1.20%
$10 million	$110,000	1.10%
$50 million	$370,000	0.74%
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 100.00%
Number of High-Net-Worth Clients: 5
Total Client Accounts: 5
Discretionary Accounts: 5

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 169335

ADV PART 2A JULY 2026 (2026-07-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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