Sparkasse Schwyz Investment Advice Plus
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Sparkasse Schwyz Investment Advice Plus
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Comprehensive investment advice
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Direct contact via moneyland.ch
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Free tax directory
Suitable for clients who wish to define a comprehensive advisory service based on an investment strategy and who wish to have regular monitoring.
Custody fees: Up to CHF 500,000 0.6%, CHF 500,000-1,000,000 0.55%, CHF 1,000,000-2,000,000 0.5%, CHF 2,000,000-5,000,000 0.45%, from CHF 5,000,000 on request (minimum CHF 500 per year). No surcharge for foreign currencies. The Swiss tax directory is free of charge.
Product fees are not included.
Independent trading fees: possible.
Products with kickbacks.
VAT and stamp duty are not included.
No all-in fee, but custody and transaction fees apply.
No all-in fee, but custody and transaction fees apply.
No all-in fee, but custody and transaction fees apply.
No all-in fee, but custody and transaction fees apply.
No all-in fee, but custody and transaction fees apply.
No all-in fee, but custody and transaction fees apply.
Individual investment requests are possible.
Moneyland Special Offers
Moneyland Special Offers
Personal wealth management
Up to CHF 100 welcome bonus
Free and convenient video call
An investment strategy tailored to your goals
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Personal wealth management
Up to CHF 100 welcome bonus