BKB Investment Advice Package Excellence

In addition to the Excellence investment advisory package, the less expensive Consult investment advisory package is also offered. Excellence Plus is also offered as the variant with the largest scope of services. Investment advisory contract required.

Investment advisory fee: Up to CHF 1 million: 0.8% of the investment amount. From CHF 1 million to 5 million: 0.75% of the investment amount. From CHF 5 million: 0.70% of the investment amount. Minimum fee CHF 2500 per year. The investment advisory fee includes custody account fees, capital events and periodic performance and tax statements. The fee also includes personal, goal-based investment advice, access to research information and financial planning. Not included are third-party fees such as product fees and fiscal charges such as stamp duties and VAT. A reduction of 35% on the regular rate applies to fees for securities transactions.

Product fees are not included.

Independent trading fees: not included.

Kickbacks will be refunded.

VAT and stamp duty are not included.

Strategy Bonds: Bonds 100%, equities 0%. 

Income strategy: 20% equities. 

Not available.

Strategy Balanced: 40% equities. 

Growth strategy: 65% equities. 

Equity strategy: 100% equities. 

Individual requests are possible.