Overview
- Total Firm Assets
- $250 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: SWISS USADVISORS LTD. FORM ADV PART 2A (2025-05-23) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,000,000 | 1.50% |
| $3,000,001 | $5,000,000 | 1.25% |
| $5,000,001 | $10,000,000 | 1.00% |
| $10,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $15,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $70,000 | 1.40% |
| $10 million | $120,000 | 1.20% |
| $50 million | Negotiable | Negotiable |
| $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
- 100
- Total Client Accounts
- 100
- Discretionary Accounts
- 100
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 158706
- SWISS USADVISORS LTD. FORM ADV PART 2A (2025-05-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗