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We have a transparent business model without hidden costs. We can guarantee this due to our independence. The benefits for our clients exceed the costs by far.

     
     
  Wealth Management:
   

Fees:

Wealth

with performance fee

without performance fee

management

performance

management

<200'000

0.4%

10%

0.9

>200'000

0.4%

8%

0.8

>400'000

0.4%

6%

0.7

>700'000

0.3%

6%

0.6

>1'000'000

0.3%

5%

0.5

>5'000'000

0.2%

5%

0.4
     
   

The customer profits from discounts on courtages from our custodian banks (till 50% discount) + 15 CHF/trade.

The client benefits from our repayment of the retrocessions we receive on financial products.

     
     
  Workshops:  
    390 SFR/day (incl. courses, lunchs, participation certificate, lecture notes).

20 SFR early bird discount (bookings at least 30 days ahead).
 
     
     
  Consulting:  
    240 SFR/h

1600 SFR/day
 
     

   info@4Finance.ch