Our commitment is to be paid only by the people we work with, never by fund companies, insurers, or product sponsors. The figures below are indicative, showing how we plan to price advice once we are registered.
A one-time comprehensive financial plan, intended for those who want a roadmap and prefer to implement it themselves.
Continuous portfolio management plus financial planning, our most comprehensive intended offering, billed quarterly.
For complex situations: business ownership, concentrated positions, or multi-generational planning.
No. Surava Capital is committed to a fee-only model, meaning the only compensation we would receive is directly from the people we work with. We do not intend to accept commissions, referral fees, or revenue sharing from any fund company, insurer, or custodian.
The annual fee is intended to be a percentage of assets under management, billed quarterly in arrears based on your account's average balance for the quarter. The rate may decrease at higher asset levels. This is indicative and not yet in effect.
Ongoing Advisory is expected to carry a recommended minimum of around CHF 250,000 in investable assets. Plan Only is intended to have no minimum, as a starting point for those below that level.
Yes. Our intended advisory agreements would have no lock-in periods or early termination fees, with fees pro-rated to the date of termination.
Surava Capital