Our Services

Transparent and fair fees with no hidden costs for our independent fee-based consulting.

Individual pricing and consulting options

We offer tailored fees that flexibly adapt to your individual needs. Whether digital consultation or personal contact at your home – we are at your side! Choose the option that best suits your lifestyle and benefit from professional, personalized advice. Convenient online consultations are also available.

Transparent cost structure

Our costs are transparent and understandable—no hidden fees or unexpected costs. Learn more in a free initial consultation.

We look forward to discussing our prices and services with you. In a free initial consultation, we'll analyze your needs and the effort required to find the perfect solution for you.

Free initial consultation

Our customer-specific services

Jährlich erhalten Sie eine umfassende Beratungsstunde sowie ganzjährige Auskunft zu Ihren Anlagen. Vollständige Beratungen erfolgen aus rechtlichen Gründen ausschließlich im jährlichen Gespräch. Individuelle Lösungen besprechen wir gerne in einem kostenlosen Erstgespräch.

We analyze your financial situation, define goals, and develop customized solutions. You will receive a preparatory document for efficient consultation. Your free initial consultation will always be conducted by phone or video chat. The consultation can take place either at your home or online, whichever works best for you.

Stundenhonorarberatung: Transparenz und Qualität

Ganzjährige Betreuung Ihrer Anlagen

You will receive one comprehensive hour of consultation annually, as well as year-round information on your investments. For legal reasons, comprehensive consultations are only available during the annual consultation. We are happy to discuss individual solutions in a free initial consultation.

Independent fee-based advice

Fair fees for fair, transparent, and honest advice! Everything else is selling.

You are welcome to take advantage of one of the packages recommended by the Federal Association of Independent Fee-Based Advisors (Bundesverband Unabhängiger Fee-Based Advisor e.V.), provided we offer it. Our financial advisors only charge 80% of the stated price, as we consider the guidelines too high. This leaves you with 20% more budget to invest specifically in your financial projects.

Is the fee particularly important to you? Don't hesitate to ask us about it right at the beginning of our free initial consultation. We'll give you a clear and direct answer – without any beating around the bush.