DeutschPricing model
My price model
Reduce your costs and optimize your system!
My Premium service concept:
- 100% discount on the front-end load for fund purchases
- 100 % discount on the front-end load for fund reallocations
- Personal advice
- Custody account check at the initial meeting
- Annual portfolio check & portfolio review
- 24-hour risk control & 365 days a year
- Monthly report & quarterly report by email
- Free online access & app
- Fund tips & newsletter
And what do I live on? From a service fee and a fee that is calculated according to effort. Transparent and comprehensible. This is how I provide you with the best products, as I am not paid by the companies to broker certain products. That is true neutrality
Self-decider
Do you already have a securities account or are you toying with the idea of investing in investment funds? Would you like to make your decisions independently and are looking for a favorable solution?
Briefly the most important
Decide on your own investment advice at no cost.
Up to 100 % discount on transaction costs, front-end load and custodian bank fees.
100 % cashback on my portfolio commission for investment funds.
You only pay the service fee of 0.3 % plus VAT.
For whom suitable
This custody account variant is suitable for the following persons:
experienced investors
digitally open and affine users
customers with existing custody accounts that are to be managed more cost-effectively
Specialized investors with sufficient expertise
Costs
There are no hidden costs. You pay a service fee of 0.3% plus VAT of your average custody account volume per year.
In addition, there are costs of EUR 45 per year for custody account management by FFB Fil Fondsbank GmbH.
All other one-off and ongoing costs of the custodian bank and product providers are passed on to you as far as possible.
Portfolio commissions that may have been paid to your advisor will be returned to you directly.
What happens next
Open a custody account in my store, transfer your units or invest in the funds of your choice
Standard solution
Choose one of my 4 standardized fund models with different equity ratios
Briefly the most important
Simple decision-making process
Easy care
Standardized support
Costs: 1 % plus VAT
from €1000 one-off and €50 per mont
For whom suitable
This depot variant is suitable for the following people:
You want an all-round carefree package
No work and as little to think about as possible
little choice
broad risk diversification
direct information when something changes without having to worry about it yourself
Costs
There are no hidden costs. You pay a service fee of 1% plus VAT of your average custody account volume per year.
In addition, there are costs of EUR 45 per year for custody account management by FFB Fil Fondsbank GmbH.
All other one-off and ongoing costs of the custodian bank and product providers are passed on to you as far as possible.
Portfolio commissions that may have been paid to your advisor will be returned to you directly.
What happens next
Open a custody account in my store or with me via video, invest in the fund strategy and sit back and relax.
Individual
In this variant, I advise you individually, i.e. from the portfolio check, your objectives and risk profile, your investor profile and your declaration of suitability for a customized portfolio.
Investment advice differs from investment brokerage in the clear scope of the legally required documents before and during our collaboration.
Briefly the most important
Individual advice
Preparation of a financial plan
Cooperation with tax consultant
Regular monitoring and adjustment
Costs: 1 % plus VAT
from € 50,000 one-off
For whom suitable
This custody account variant is suitable for the following persons:
You have €50,000
You like to deal with your custody account
You want to have a plan for your future
You like to review the plan again and again
Costs
There are no hidden costs. You pay a service fee of 1% plus VAT of your average custody account volume per year.
From the 7th year of our cooperation, the service fee is also reduced to 0.7% plus VAT per year
From 1 million, the service fee is reduced to 0.5% plus VAT per year
In addition, there are costs of EUR 45 per year for custody account management by FFB Fil Fondsbank GmbH.
All other one-off and ongoing costs of the custodian bank and product providers are passed on to you as far as possible.
Portfolio commissions that may have been paid to your advisor will be returned to you directly.
What happens next
We have a video or personal consultation, create an advisory folder including a risk profile, meeting minutes, return plan, etc. I then create a concept from various funds that perfectly reflect your profile and are highly likely to achieve your goals exactly.
I then open a custody account for you and you can pay the amount into it
90-day money-back guarantee
Investments are a matter of trust. But how reputable is the advisor? Does he just want my signature? A good advisor often only reveals his or her service after a signature.
With me, you can clarify all your questions, invest and test me further.
You get a 90-day money-back guarantee in writing with no ifs and buts!
If the service or the performance of your securities account does not meet your expectations, you will receive your securities account balance back within the 90-day withdrawal period without any ifs and buts. I will refund any fees you have paid to me.
With the 90-day money-back guarantee, you can take your time to decide whether you want to work with me on a permanent basis.
Free initial consultation
Give me a call or make an appointment directly here. We will then have an initial conversation to find out whether we are a good fit and whether we can go down a path together. I look forward to it