Services
Service packages
Advice that suits you – in three clearly structured support models.
Advice that suits you – in three clearly structured support models.
Every investor is unique – as are their goals and expectations. Whether a sound basic solution, regular guidance or comprehensive premium support: our packages create transparency, reliability and a clear basis for decisions in your wealth planning.
For investors with clear goals and a hands-on approach.
For investors with regular advisory needs.
For high-net-worth private investors and demanding investors.
All prices are annual flat fees. Costs for custody, transactions and third-party products are not included and will be disclosed to you separately and transparently before conclusion of the contract.
Successful wealth planning begins with the right decision. Our service packages give you the certainty of receiving exactly the support you need – transparent, understandable and aligned with your goals.
We would be happy to discuss which package best suits your situation. In a non-binding initial meeting, we answer your questions, analyse your starting position and show you possible next steps.
Arrange an initial meeting