PRIVATE BANKING
FAMILY OFFICE
WEALTH MANAGEMENT
FINANCIAL STRUCTURING
SUCCESSION PLANNING
PORTFOLIO_MANAGEMENT
INSTITUTIONAL CLIENTS
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Our Prices
The initial consultation is always carried out by Dr. Steve Jakob personally. After that senior consultants and specialists (including external specialists) will take over. In special circumstances, Dr. Jakob will carry out the entire consulting contract himself.
The consulting services of JAKOB CONSULTING are billed per man-day and man-hour. The involvement of third parties is first discussed with the client and then charged separately.
Depending on the consultation, the costs can vary per day and per consultant. Individual jobs and special mandates are charged extra. Expenses, VAT, as well as costs incurred using external services, are billed separately.
Wealth management fees of 0.75 % p.a. are calculated according to portfolio value. In addition to this, the bank fees of the custodian bank will be billed separately.
Fees will be debited every six months, at the end of June and the end of December.
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