Fees
Affordable
management fee
Corporate
Individual
annually
annually
0.5%
0.4%
Online onboarding, profiling and portfolio creation, based on our algorithms and your goals. Rebalancing, re-investment and much more!
If you work for a large company or have many people you know — invest with your friends totally > 1 million CHF and get a lower management fee!
We do not charge you additional trading fees, commissions, performance fees, administration fees, entry or exit fees!
Our fees include
Quick and reliable onboarding procedures without timewasting; using tax-saving strategies like Tax Loss Harvesting.
Option to invest in ESG/Socially Responsible (Environment, Social and Governance) compliant business.
Automatic features like portfolio rebalancing, dividend reinvestment, and auto-adjustments.
Investment portfolio creation, based on your goals, risk appetite and the current life situation.
How your assets can grow?
We are on your side: flat fee without surprises
Are you wondering how we make money? We have automated all processes. Algorithms replace the work of 10 people, and this drastically reduces costs.
Plus automatic analysis of market performance, event-driven actions and much more.
Completely safe & confidential
You are the only one who can deposit and withdraw funds from your account. We are your manager.
Your money is held in a custodial account in your name and belongs to you at all times.
You will hold low-cost ETFs that track the market. So you won’t be taking bets on single companies.
All your data is securely stored in Switzerland, governed by Swiss law.
Our blog:
Current news from the world of finance and economics, market analyses, and easily understandable explanations of financial instruments.
Get a free preview!
Take just a few minutes, answer the questions in our questionnaire and get a personalized estimate for the next 10 years.
Our algorithm empowers you to create a portfolio based on your preferences and goals.
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© SIMPLEWEALTH AG 2015 — 2024.
MADE WITH ❤️ IN BEAUTIFUL
MADE WITH ❤️ IN BEAUTIFUL
Investing implies your capital is at risk. The value of your account depends on market movements and you may get back less than you invest.
Past performance is not an indicator of future performance. Unless otherwise specified, all return figures shown above are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.
Simplewealth AG is a Swiss-based advisory service, designed to assist clients in achieving discrete financial goals. We are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charges and expenses.
Client securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London 1 for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million. Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities. For the purpose of determining an Interactive Brokers LLC client account, accounts with like names and titles (e.g. John and Jane Smith and Jane and John Smith) are combined, but accounts with different titles are not (e.g. Individual/John Smith and IRA/John Smith). SIPC is a non-profit, membership corporation funded by broker-dealers that are members of SIPC.
All your investments are insured. Up to USD 500k
2
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charge sand expenses.
How your assets can grow?
1
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