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Created on 2019-12-05
You set the direction and keep full control over your investment strategy. Let us do the work: Always diversified, highly automated and thus much more efficient than investing has ever been.
Sample strategy for Investor mit ausgewogener Risikotoleranz.
Yearly fee: 0.50%
Our yearly wealth management fee is 0.50% (calculation based on the average daily assets at the end of the day).
It includes all trading commissions (brokerage).
Trading costs charged by our custodian bank are subtracted from our fee on the subsequent billing.
Product cost (Ø TER):
The total expense ratio (TER) shows the cost of the investment products we select for you. The product costs are charged by the product suppliers, but are often not made transparent in the overall view.
Hefty fees are the enemy of your return. In today's low interest world more then ever. This is why we keep costs as low as possible. We select the most cost efficient investments. And our management fee of 0.5 percent includes it all:
You have questions or want to give us some feedback? No problem. You can reach us Monday to Friday from 9am to 6pm under +41 44 508 70 17 or via E-Mail at support@truewealth.ch.