Your fees at True Wealth
What you see is what you pay
All costs at a glance – no fine print, no hidden fees. That’s what True Wealth stands for.
Calculate your fees
Your investment amount
80'000CHF
The more you invest with True Wealth overall – across both your personal assets and your children’s portfolio – the lower your management fee will be. Pillar 3a is fee-free.
Your total costs
0.%
per year incl. product costs (TER)
True Wealth fees
0.%
per year
+
Product costs (TER)
0.12%
per year
Your total costs
per year incl. product costs (TER)
0.62%
True Wealth fees
0.50%
Product costs (TER)
0.12%
High fees erode your returns. In today’s low-interest-rate environment, this is more true than ever. That’s why we keep all costs as low as possible:
Retrocessions
CHF 0
Front-end loads
CHF 0
Redemption fees
CHF 0
Custody fees
CHF 0
True Wealth fees at a glance
| Untied assets | Child portfolio | Pillar 3a | |
|---|---|---|---|
| Minimum investment | CHF 8'500 | CHF 1'000 | CHF 1'000 |
| Management fee | 0.25% – 0.50% | 0.25% – 0.50% | 0.0% |
| FX surcharge | About 0.1% | About 0.1% | 0.0 - 0.1% |
| External Product Costs (TER) | About 0.12% | About 0.12% | About 0.12% |
| Interest on cash | 0% | 0% | 0.35% |
Untied assets
CHF 8'500
About 0.1%
About 0.12%
0%
Child portfolio
CHF 1'000
About 0.1%
About 0.12%
0%
Pillar 3a
CHF 1'000
0.0 - 0.1%
About 0.12%
0.35%
Why you save money with True Wealth
Optimized handling of foreign currencies (FX)
We avoid unnecessary foreign currencies right from the ETF selection stage. Our rebalancing algorithms keep the currency volume as low as possible, and there are no separate fees for foreign exchange transactions– the custodian banks charge only approximately 0.10 percent on the foreign currency transaction volume.
Low spreads
All trade orders are placed by True Wealth specialists to minimize the difference between the bid and ask prices (spread). Over time, this contributes to an additional return on overall performance.
Pooling and netting of 3a assets
True Wealth avoids numerous stock market transactions through pooling and netting. We pass these cost savings directly on to our clients – without any deductions.
0.15 percent per year. This makes True Wealth seven times cheaper than an average retirement fund.
Ready to invest?
Give it a try. Use our demo account to see what professional asset management looks like – with no obligation and free of charge.