Bank Cler Investment Advice Excellence Plus

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

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 are not included.

Independent trading fees: not possible.

Kickbacks will be refunded.

VAT and stamp duty are not included.

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

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.

Not available.

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.

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.

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

Available.