Costs

Compared to passive investments, the costs are minimally higher at Estably – but if you take into account the better performance we achieve through our active management, we increase your assets more strongly even after deducting the costs.

You are free to choose Baader Bank, domiciled in Germany, or the Liechtensteinische Landesbank as your custodian bank, with the unique advantages of the Liechtenstein financial centre.

Baader
  • Complete asset management
  • Account management with Baader Bank
  • Depot management at Baader Bank
  • All securities transactions

The performance fee of 10 % is only payable if we reach a new performance peak in the respective year. If we fail to do so, a possible decline must be recovered in the following year before this fee is payable.

  • Minimum investment amount 35.000€
  • Most modern technological infrastructure
  • One of the leading investment banks in Germany
  • Direct access to the main European trading centres
  • Complete asset management
  • Account management with LLB
  • Depot management with LLB
  • All securities transactions

The performance fee of 10 % is only due if we reach a new performance peak in the respective year. If we fail to do so, a possible decline must be made up in the following year before this fee is charged.

Minimum investment amount 100.000€

  • Founded in 1861 with the Principality of Liechtenstein as the main shareholder
  • Stable Swiss franc as legal currency
  • Banking centre without state aid outside the EU

Costs

Compared to passive investments, the costs are minimally higher at Estably – but if you take into account the better performance we achieve through our active management, we increase your assets more strongly even after deducting the costs.

You are free to choose Baader Bank, domiciled in Germany, or the Liechtensteinische Landesbank as your custodian bank, with the unique advantages of the Liechtenstein financial centre.

Baader
  • Complete asset management
  • Account management with Baader Bank
  • Depot management at Baader Bank
  • All securities transactions

The performance fee of 10 % is only payable if we reach a new performance peak in the respective year. If we fail to do so, a possible decline must be recovered in the following year before this fee is payable.

Minimum investment amount 35.000€

  • Most modern technological infrastructure
  • One of the leading investment banks in Germany
  • Direct access to the main European trading centres
  • Complete asset management
  • Account management with LLB
  • Depot management with LLB
  • All securities transactions

The performance fee of 10 % is only due if we reach a new performance peak in the respective year. If we fail to do so, a possible decline must be made up in the following year before this fee is charged.

Minimum investment amount 100.000€

  • Founded in 1861 with the Principality of Liechtenstein as main shareholder
  • Stable Swiss franc as legal currency
  • Banking centre without state aid outside the EU

Performance Fee

High Water Mark Principle

The High Water Mark ensures that we only charge a fee if we take your assets to a new high. You can find more information on this in our High Water Mark explanation video.

YouTube

Mit dem Laden des Videos akzeptieren Sie die Datenschutzerklärung von YouTube.
Mehr erfahren

Video laden

Get an independent picture of our performance in the real money test of

Brookervergleich

Performance Fee

High Water Mark Principle

The High Water Mark ensures that we only charge a fee if we take your assets to a new high. You can find more information on this in our High Water Mark explanation video.

YouTube

Mit dem Laden des Videos akzeptieren Sie die Datenschutzerklärung von YouTube.
Mehr erfahren

Video laden

Get an independent picture of our performance in the real money test of

Brookervergleich

Even more FAQ’s you will find here read FAQ.

The annual asset management fee is 1.2 % p. a. (Baader Bank) or 1.5 % (LLB) of the assets under management plus a performance-related fee of 10 % of the profits generated, based on the high water mark principle. The high water mark principle ensures that clients do not have to pay a performance-related fee for poor performance, but only when new highs are reached. The asset management fee includes all the costs of managing the client's assets - including transaction costs and the costs of maintaining a custody account with the bank. The federal stamp duty (turnover tax) is also included. This is 0.075% on the purchase or sale of domestic securities (Swiss or Liechtenstein securities) and 0.15% on the purchase or sale of foreign securities. Furthermore, no product costs are incurred when investing in individual shares or individual bonds.
No. Estably is an independent asset manager and receives no benefits from any company.
There is no cancellation fee, i.e. a cancellation is possible at any time without additional costs.
You will receive a cost statement from us once a year. This will show all the costs you have paid. You can also access the bank statements of the bank where the bookings are made via your post box.
Clients liable to tax in Germany receive an annual tax certificate, all others receive a statement of income from Baader Bank for the previous calendar year. Customers of the Liechtensteiner Landesbank receive an annual statement of income.
Baader
  • Complete asset management
  • Account management with Baader Bank
  • Depot management at Baader Bank
  • All securities transactions

Die erfolgsabhängige Gebühr von 10 % fällt nur dann an, wenn wir in dem jeweiligen Jahr einen neuen Performance-Höchststand erreichen. Schaffen wir das nicht, muss im darauffolgenden Jahr ein möglicher Rückgang wieder eingeholt werden, bevor diese Gebühr anfällt.

Minimum investment amount 35.000€

  • Most modern technological infrastructure
  • One of the leading investment banks in Germany
  • Direct access to the main European trading centres
  • Complete asset management
  • Account management with LLB
  • Depot management at Baader LBB
  • All securities transactions

The performance fee of 10 % is only due if we reach a new performance peak in the respective year. If we fail to do so, a possible decline must be made up in the following year before this fee is charged.

Minimum investment amount 100.000€

  • Founded in 1861 with the Principality of Liechtenstein as the main shareholder
  • Stable Swiss franc as legal currency
  • Banking centre without state aid outside the EU
Baader
  • Complete asset management
  • Account management with Baader Bank
  • Depot management at Baader Bank
  • All securities transactions

Die erfolgsabhängige Gebühr von 10 % fällt nur dann an, wenn wir in dem jeweiligen Jahr einen neuen Performance-Höchststand erreichen. Schaffen wir das nicht, muss im darauffolgenden Jahr ein möglicher Rückgang wieder eingeholt werden, bevor diese Gebühr anfällt.

Minimum investment amount 35.000€

  • Most modern technological infrastructure
  • One of the leading investment banks in Germany
  • Direct access to the main European trading centres
  • Complete asset management
  • Account management with LLB
  • Depot management with LLB
  • All securities transactions

The performance fee of 10 % is only due if we reach a new performance peak in the respective year. If we fail to do so, a possible decline must be made up in the following year before this fee is charged.

Minimum investment amount 100.000€

  • Founded in 1861 with the Principality of Liechtenstein as main shareholder
  • Stable Swiss franc as legal currency
  • Banking centre without state aid outside the EU

Costs

  • No binding period
  • Free tax statement
  • No hidden costs

Costs

  • No binding period
  • Free tax statement
  • No hidden costs

Costs

No hidden costs

No binding period

Free tax statement

Haben Sie Fragen?