Swiss Finance Private Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000/yr

“The Firm applies a minimum annual fee of $10,000, so that a client's total fee is the greater of the applicable fees or $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Swiss Finance Private Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All fees are negotiable, and the rates applicable to a client are set out in that client's investment advisory agreement.”
• “The Firm's fees are payable quarterly in arrears.”
• “Either party may terminate the advisory agreement on written notice, and the Firm will refund any prepaid but unearned fee on a prorated basis through the date of termination.”

How Swiss Finance Private Wealth Management LLC’s fees compare

• Its annual fee of $10,000 is above the Connecticut median of $6,000. 70% of the 27 other Connecticut planners that publish an annual fee charge less.

About Swiss Finance Private Wealth Management LLC

• Firm size: 7 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.35% a year

Minimum

$10,000 minimum fee (stated in brochure)

Employees

7

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Assets managed

$101,191,274

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

342936

Website

swissfinancewealth.com (opens in new tab)

Phone

(646) 791-6848

Other planners in Southbury that publish fees

• Kennedy Wealth & Tax Management, LLCSouthbury$350/hr, $3,500⁠-⁠$10,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr

Compare all 227 planners in Connecticut