Credit Cards
Credit Suisse Invest Expert
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Investment advice
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Transaction costs not included
Credit Suisse Investment Advisory Mandate Expert: Suitable for people who receive suggestions from their advisor but wish to make their own decisions.
Monthly report on portfolio quality. Daily asset statement. Tax statement included.
Single price model, all fee components such as investment, custody, and transaction fees are charged separately.
Included in the investment fee: Personal advisor and personal investment consultant, portfolio monitoring (daily portfolio quality calculation, monthly portfolio quality analysis), performance reporting (daily statement of assets), publications, trading recommendations, tax statement Switzerland.
Not included in the investment fee: Stock exchange fees, VAT and fees charged by third parties, additional fees for investments in units of investment funds. No investment fee is charged on CS Multi-Asset Class products.
Investment fee (sliding scale):
0.80% up to CHF 1 million.
0.70% up to CHF 3 million.
0.60% up to CHF 10 million.
0.50% for amounts above CHF 10 million.
Minimum fee per year: CHF 8000.
Additional transaction fees: Ticket fees in CHF depending on transaction volume, from CHF 30 for securities and ETFs traded in Switzerland up to CHF 5000 with 10% online discount. Transaction fees do not include fiscal charges such as stock exchange and stamp duties and VAT.
Additional custody fees: 0.25% up to CHF 1 million, 0.2% up to CHF 3 million, 0.15% up to CHF 10 million, 0.1% for amounts above CHF 10 million (sliding scale tariff), as well as 0.1% surcharge on custody fees for foreign assets held in custody abroad.
Value added tax is added to this.
Item fee per year CHF 50.
Product fees are not included.
Independent trading fees: not included.
Access to products without kickbacks.
VAT and stamp duty are not included.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.8%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 8000 per year.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.8%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 8000 per year.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.8%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 8000 per year.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.8%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 8000 per year.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.8%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 8000 per year.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.8%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 8000 per year.
Individual requests are possible.
