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ROC’S FEE MODEL


TRANSPARENT & EFFICIENT


Our fee model is simple, transparent and comprehensible. Our revenues are explicitly limited to a management fee agreed with our clients. There are no other financial incentives or hidden costs. Thus, conflicts of interest and resulting negative incentives are eliminated. Our clients save costs and benefit from superior returns. Therefore it pays to entrust the management of your assets to ROC.



COMPARISON OF ROC’S FEES TO OTHER COMPETITORS


Beside chart shows the costs of wealth management services of ROC compared to other external asset managers and banks.2 The total costs are composed of the direct costs for wealth management services (dark blue bars) and related costs for services of custodian banks (dark grey bars) and product companies (light grey bars). The fact that many other EAMs increase their revenues by accepting retrocessions from their custodian banks and product companies (based on their generated commission volumes), is illustrated by the diagonally dark blue hatched bar.


The total costs of a wealth management mandate given to ROC are in many cases lower compared to other external Asset Managers and Banks due to the fact, that ROC credits all retrocessions and rebates in full to its clients (granted rebates between 40-65% on all custodian bank fees and investment product trailer fees).



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2 The sample illustrated in the chart is simplified and based on an average type of portfolio (balanced investment strategy).


True independence in wealth management is a privilege and YOUR benefit.


Fee comparison - E.PNG