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 = "juliusbaer" sorted by amount descending

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Suggested facets: currency, frequency, access_tier, valid_from (date)

id product_id bank_id fee_type label amount ▲ currency frequency tier channel note source_page valid_from access_tier
juliusbaer:vermoegensverwaltung:mgmt_fee Vermögensverwaltungsmandat juliusbaer:vermoegensverwaltung Bank Julius Bär & Co. AG juliusbaer mgmt_fee Verwaltungsgebühr (tailored per mandate)   percent per_annum_pct     No public schedule. Typical range for HNW / UHNW mandates is 0.5-1.5% AuM/year depending on strategy, AuM tier, and booking centre. Quoted at mandate inception. Source: industry comparators; Julius Bär Swiss entity publishes no schedule.   2026-06-02 pro
juliusbaer:beratungsmandat:advisory_fee Anlageberatung (Advisory Mandate) juliusbaer:beratungsmandat Bank Julius Bär & Co. AG juliusbaer advisory_fee Anlageberatung-Gebühr (tailored per mandate)   percent per_annum_pct     LU sibling (Bank Julius Baer Europe S.A.) documents a "Standard model" vs "Ticket fee model" where the ticket fee is EUR 100 per execution under a higher advisory fee. Swiss entity offers analogous structures but quotes per mandate; no public schedule.   2026-06-02 pro
juliusbaer:depot:custody_fee Depot (Custody) juliusbaer:depot Bank Julius Bär & Co. AG juliusbaer custody_fee Depotgebühr (tailored per mandate)   percent per_annum_pct     No public schedule on Swiss entity. Industry-typical range for HNW/UHNW custody: 0.10-0.40% AuC/year with annual floor. Quoted at mandate inception.   2026-06-02 pro
juliusbaer:relationship_account:account_mgmt Relationship Account (CHF) juliusbaer:relationship_account Bank Julius Bär & Co. AG juliusbaer account_mgmt Account-keeping (bundled within mandate)   CHF monthly     No standalone fee — absorbed into the relationship mandate per FINSA Art. 31 negotiated terms.   2026-06-02 free

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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);