The online cost comparison

How much does wealth management cost, and how can these costs be optimized? Zwei Wealth’s online cost comparison shows the typical total costs and how much you could save. Banks and asset managers usually disclose only part of the costs, so the potential for improvement is greater than you might think.

It is difficult to keep track of the many different fees (custody account, transaction, administration and product costs). The cost comparison below allows you to categorize them and shows the potential for improvement. Select the portfolio size and currency. As a result, you will receive the standard annual total costs (median) as a percentage of the assets. The optimized costs (costs with Two Wealth) and the savings potential over 20 years are also listed. We would be happy to support you in optimizing the costs of your asset management.


Cost Saving (20 years) ≈ 157'000 – 787'000

 

 

What can you optimize in your current asset management? We would be happy to answer your questions in a non-binding introductory meeting.