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When calculating the total annual costs, the individual fee levels are taken into account.
Status of product costs: December 2024
For investment amounts above €100,000 or €500,000, there are fewer asset management fees.
Investment amount | Asset Management | Trading | Subtotal | ETF costs* | Total costs |
|---|---|---|---|---|---|
Until €100,000 | 0.375% | 0.375% | 0.75% | 0.12% | 0.87% |
Between €100,000 and €500,000 | 0.345% | 0.345% | 0.69% | 0.12% | 0.81% |
More than €500,000 | 0.245% | 0.245% | 0.49% | 0.12% | 0.61% |
* From 0.12% for World Portfolio Classic. Other investment strategies differ. Status: December 2024
Fees for a € 150,000 portfolio
For the first € 100,000: 0.375% | For amounts over € 100,000: 0.345% | Total Wealth management fee |
|---|---|---|
€100,000 * 0.375% = €375.00 | €50,000 * 0.345% = €172.50 | €375.00 + €172.50 = €547.50 |
Trading fees | ETF costs* |
|---|---|
€150,000 * 0.345% = €517.50 | €150,000 * 0.12% = €180 |
* From 0.12% for World Portfolio Classic. Other investment strategies differ. Status: December 2024
Wealth management fee | Trading fee | ETF costs | Total costs |
|---|---|---|---|
€547.50 | €517.50 | €180 | €1,245 |
As part of the fee reduction, ºÚ°µ±¬ÁϹٷ½ GmbH is reducing the fee for asset management by 0.06 percentage points p.a. (for client assets exceeding EUR 100,000) and by 0.26 percentage points p.a. (for client assets exceeding EUR 500,000) until further notice. ºÚ°µ±¬ÁϹٷ½ GmbH reserves the right to change or discontinue the fee reduction at any time.
For the avoidance of doubt, the fee for asset management is determined on a sliding scale depending on the client's assets in the respective volume bands. The fee for the next higher volume band only applies to the part of the client's assets falling within this volume band.