Bank Cler Investment Advice Excellence Plus

Premium investment advice

General information:

In addition to the Excellence Plus consulting package, the less expensive Excellence and Consult consulting packages are offered.

Minimum investment amount:

No minimum amount

Type of service:

Investment advisory

General costs:

Investment advisory fee: up to CHF 200,000 0.9%, CHF 200,000 to CHF 1 million 0.85%, from CHF 1 million 0.8%. Minimum per custody account CHF 4000. Position fee per year CHF 10. Swiss tax directory free of charge. CHF 45 per stock exchange transaction. No surcharges for securities deposited abroad.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not possible.

Retrocessions:

Kickbacks will be refunded.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Strategy Bonds: Liquidity 5%, bonds 85%, equities 0%, non-traditional investments 10%.
Strategy Bonds sustainable: Not available.

Low risk:

Strategy Income: 5% liquidity, 60% bonds, 20% equities, 15% non-traditional investments.
Strategy Income sustainable: 5% liquidity, 60% bonds, 25% equities, 10% non-traditional investments.

Limited risk:

Not available.

Balaned risk:

Balanced strategy: 5% liquidity, 35% bonds, 45% equities, 15% non-traditional investments.
Balanced strategy sustainable: 5% liquidity, 35% bonds, 50% equities, 10% non-traditional investments.

Substantial risk:

Growth strategy: 5% liquidity, 10% bonds, 70% equities, 15% non-traditional investments.
Growth strategy sustainable: 5% liquidity, 10% bonds, 75% equities, 10% non-traditional investments.

High risk:

Equity strategy: 5% liquidity, 80% equities, 15% non-traditional investments.
Equity strategy sustainable: 5% liquidity, 85% equities, 10% non-traditional investments.

Individual requests:

Available.

Additional services:

Research

Specialized asset types:

Equities, Bonds