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Credentials
None foundExperience Industry experience
9 years
Location
Remote
St. Columbanus AG
Supported
Total advisors
1Clients per advisor
9 Very LowAvg AUM per client
$1,696,476 Very HighHNW client ratio
0% Very LowJose Soriano is the sole advisor at St. Columbanus AG, where he has worked since 2013, bringing eight years of industry experience. He also has a long-term role with Force Four Corporation, a family office, dating back to 2002. St. Columbanus AG provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, families, small businesses, and select institutional clients. The firm employs a top-down macroeconomic approach combined with bottom-up security selection across diversified strategies and maintains a cross-border profile with U.S. SEC registration and foreign regulatory licensing.
Based on St. Columbanus AG
N/A - N/A: Conservative: 1.0% N/A - N/A: Balanced: 1.2% N/A - N/A: Growth: 1.4% N/A - N/A: Custom: 1.6%
Available to eligible discretionary clients meeting certain criteria; performance fee charged annually based on net performance; no high watermark; clients must have at least $1,100,000 under management or meet net worth or qualified purchaser criteria; performance fee charged in addition to fixed fees; potential for higher fees than asset-based fees
Account minimum: 500,000 CHF Minimum fee: Minimum annual fee of 1,000 CHF for both discretionary and non-discretionary services
Texas
9 years of industry experience
St. Columbanus AG
2013 - Present • 13 years
Teufen
Force Four Corporation, Family Office
2002 - Present • 24 years
Penobscot, ME
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