Ivo Nmn Kaufmann
Advisor at SSA Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
6 years
Location
Remote
SSA Wealth Advisors
Team
Total advisors
1Clients per advisor
87 HighAvg AUM per client
$3,951,557 Very HighHNW client ratio
37% TypicalAbout
Ivo Kaufmann is a financial advisor at SSA Wealth Advisors with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at SYZ Swiss Advisor RA for 14 years. SSA Swiss Advisors AG provides discretionary and non-discretionary investment management and multi-family office services to high-net-worth individuals, trusts, family offices, and corporate clients. The firm serves both U.S. and significant non-U.S. clients, using a disciplined global investment process that combines macroeconomic scenario analysis with value-driven security selection and tailored asset allocation.
Client services
Based on SSA Wealth Advisors
Portfolio management
Asset consolidation and reporting, family wealth services
Asset consolidation and reporting, family wealth services
Expertise
Based on SSA Wealth Advisors
Private / alternative investments
Concentrated stock management
Fee options
Fixed fee for certain clients based on amount and complexity of services, calculated and paid quarterly (specific amounts not stated)
$0 - $5,000,000: 1.2% up to 1.50% $5,000,000 - $15,000,000: 0.90% up to 1.15% $15,000,000 - $25,000,000: 0.70% up to 0.85% Above $25,000,000+: 0.60% up to 0.75%
Performance fees charged only to existing qualified clients; not offered to new U.S. clients
Account minimum: $3,000,000 Minimum fee: CHF 225 per quarter
Most active in
Ivo K has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
6 years of industry experience
SYZ Swiss Advidor RA
2012 - Present • 14 years
Zurich
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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