Fees

One row per fee charged on a product. Every row carries a source_page reference to the original bank PDF. NULL amount means 'on request' (tailored pricing) or 'not published in current source'.

Data license: CC-BY-4.0 · Data source: bankproducts.info

4 rows where bank_id = "jpmorgan" sorted by amount descending

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Suggested facets: valid_from, valid_from (date)

id product_id bank_id fee_type label amount ▲ currency frequency tier channel note source_page valid_from access_tier
jpmorgan:vermoegensverwaltung:mgmt_fee Vermögensverwaltungsmandat jpmorgan:vermoegensverwaltung J.P. Morgan (Suisse) SA jpmorgan mgmt_fee Verwaltungsgebühr (tailored per mandate)   percent per_annum_pct     No public schedule. JPMorgan Private Bank Swiss entity bespoke-quotes wealth-mgmt mandates. Industry-typical UHNW range 0.5-1.5% AuM/year but actual fee is mandate-specific.   2026-06-02 pro
jpmorgan:beratungsmandat:advisory_fee Anlageberatung (Advisory Mandate) jpmorgan:beratungsmandat J.P. Morgan (Suisse) SA jpmorgan advisory_fee Anlageberatung-Gebühr (tailored per mandate)   percent per_annum_pct     No public schedule on Swiss entity.   2026-06-02 pro
jpmorgan:depot_custody:custody_fee Depot (Custody) jpmorgan:depot_custody J.P. Morgan (Suisse) SA jpmorgan custody_fee Depotgebühr (tailored per mandate)   percent per_annum_pct     Industry-typical UHNW custody 0.10-0.40% AuC/year. No public schedule.   2026-06-02 pro
jpmorgan:fund_distribution:trailer_fee JPMorgan Funds Distribution jpmorgan:fund_distribution J.P. Morgan (Suisse) SA jpmorgan trailer_fee Distribution / Trailer (varies per fund share class)   percent per_annum_pct     Per JPMorgan Funds fee-reduction notice (Dec 2024): JVBG management fees range from 0.5% (I2 share class, institutional) to 0.85% (I share class, intermediated). B&V fees 0.12-0.20%. These are Luxembourg-SICAV fees, not Swiss-entity advisory fees — the Swiss entity layers its own advisory on top.   2024-12-02 pro

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CREATE TABLE fee (
    id          TEXT PRIMARY KEY,       -- zkb:privatkonto:account_mgmt
    product_id  TEXT NOT NULL REFERENCES product(id),
    bank_id     TEXT NOT NULL REFERENCES bank(id),  -- denormalized
    fee_type    TEXT NOT NULL,          -- standardized key
    label       TEXT,                   -- human-readable German label from PDF
    amount      REAL,                   -- NULL if text-only or varies
    currency    TEXT DEFAULT 'CHF',     -- CHF, EUR, USD, percent
    frequency   TEXT,                   -- monthly, annual, quarterly, per_txn, one_time, per_annum_pct
    tier        TEXT,                   -- for tiered pricing: "3rd card onwards", "vol:>250k", "member"
    channel     TEXT,                   -- ebanking, paper, counter, atm, app, post_office, all
    note        TEXT,                   -- conditions, fine print
    source_page INTEGER,
    valid_from  TEXT,
    access_tier TEXT NOT NULL DEFAULT 'free'  -- freemium gating; propagated from parent product
        CHECK (access_tier IN ('free', 'pro', 'business'))
);
CREATE INDEX idx_fee_product ON fee(product_id);
CREATE INDEX idx_fee_bank ON fee(bank_id);
CREATE INDEX idx_fee_type ON fee(fee_type);
CREATE INDEX idx_fee_category ON fee(fee_type, bank_id);
CREATE INDEX idx_fee_access_tier ON fee(access_tier);