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What is included in the True Wealth management fee?

Our annual wealth management fee is 0.25-0.50% for free assets and 0% for Pillar 3a. We disclose it transparently and thus cover a very large amount across the board:

  • Trading commissions
  • Custody account fees
  • Determination of risk tolerance
  • Changes to the investment mix
  • Portfolio rebalancing
  • Deposits and withdrawals
  • Swiss eTax statement
  • Liquidations
  • Value added tax

The wealth management fee is 0.50% for assets up to CHF 500'000 and 0.25-0.50% for assets above CHF 500'000 (depending on the investment amount, see fees).

There are no retrocessions, no postage costs and no performance fees. Trading commissions charged to you by our custodian holding bank will be deducted from our management fee in the subsequent fee statements. There is no entitlement to a refund of commissions, e.g. for partial months.

The external product costs (TER) and the federal stamp duty are not included. True Wealth does not charge any surcharges for necessary foreign exchange transactions. The account-holding banks grant favorable conditions: Markups of only 10 basis points or 10 pips (percentage in point) on the interbank rate, i.e. only approx. 0.10% in relation to the foreign currency transaction volume. The account-holding banks reserve the right to change their rates. For unusually complex Pillar 3a withdrawals, the pension foundation will charge a processing fee.

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