Pricing

Build your wealth

We architect highly bespoke investment strategies for an exclusive clientele, underpinned by a disciplined four-stage methodology: Comprehensive Wealth Assessment, Advanced Tax & Regulatory Structuring, Strategic Asset Allocation, and Precise Portfolio Implementation.

Our consulting services are intended for clients established in France. For persons established outside France, any service is only possible in response to a request at your initiative and subject to local law.

Wealth audit

Strategy

3 000

TTC

€

A bespoke advisory assignment dedicated to crafting an investment strategy, aligned with your patrimonial objectives.

Investor profile analysis

An in-depth conversation to assess your financial situation, your investment horizon, and your relationship with risk.

Customer portfolio strategy

Bespoke portfolio construction, with a tailored geographic, sectoral, and asset class allocation designed to preserve and protect capital.

Equity coverage plan + ETF

Identification of high-conviction sectors and targeted selection of individual securities and ETFs, precisely calibrated to your investor profile.

Opening a CTO/Brokers

Full assistance with opening your securities account at a premier financial institution, providing access to the world's leading financial markets.

Portfolio commissioning

Your dedicated advisor guides you through the implementation of your portfolio, ensuring every decision is executed with complete peace of mind.

Make an appointment

FREQUENTLY ASKED QUESTIONS

What our clients ask before starting.

OUR APPROACH

How does Anders Invest differ from a traditional wealth manager?

Anders Invest is an independent investment advisory firm specializing in the selection of high-growth publicly listed companies.

Our compensation is based on a fixed advisory fee paid directly by our clients.

We do not receive any commissions, retrocessions, or placement fees, nor do we distribute life insurance products, SCPI funds, or structured products. This model is the foundation of our independence.

‍

Who are our services for?

Entrepreneurs, senior executives, and private investors who have chosen to move beyond standardized banking solutions and build their financial wealth with discipline and ambition.

Our advisory services are designed for investors with at least €100,000 in financial assets that they wish to allocate to global equity markets. This threshold allows for the construction of a sufficiently diversified portfolio and provides access to the investment strategies we implement.

‍

What types of assets do you work with?

Publicly traded equities across international markets, with a primary focus on high-growth companies identified through our fundamental research process.

Portfolios may also include sector-focused ETFs for diversification, weighting, or risk-management purposes. We do not advise on regulated savings products, real estate investments, crypto-assets, or derivatives.

‍

Fees & Structuring

What do the fixed fees of €3,000 cover?

The advisory fee covers the full scope of the initial engagement, structured in four stages:

Wealth assessment: analysis of your financial situation, investor profile, investment horizon, and objectives.

‍

Securities account setup: support in opening an account with a regulated financial institution, providing access to major international markets.

‍

Allocation strategy: portfolio construction, including geographic and sector allocation, as well as selection of equities and ETFs.

‍

Implementation: operational deployment of the strategy. All assets and securities remain entirely owned by you, held in your own name within your account.

‍

Why fixed fees rather than an asset-based commission?

The assets-under-management fee model creates a structural conflict of interest: advice is mechanically driven toward increasing assets under management, regardless of actual performance.

Our fee is a one-off payment, covering the full structuring process and is not intended to be recurring. At the end of the engagement, you are left with an actionable investment strategy that you can manage independently.

‍

By comparison, for a €300,000 portfolio, a traditional asset manager typically charges between 1% and 2% per year in AUM fees, i.e. €3,000 to €6,000 annually, excluding custody fees, brokerage costs, and, depending on the institution, potential transfer or inactivity fees.

‍

Follow-up & Support

Is there follow-up after the portfolio is set up?

Yes. Depending on your financial situation and objectives, two levels of support are available:

‍

One-off consultation: you request a session at your discretion, when needed. Each meeting is billed at an hourly rate, with no ongoing commitment.

‍

Ongoing advisory: your advisor continuously monitors market developments, economic conditions, and your asset allocation. Each recommendation is formally structured, clearly reasoned, and submitted for your investment decision. Available from €100,000 in deployed financial assets.

‍

How does the customer area work?

Each client has access to a dedicated and secure portal providing a consolidated view of their portfolio: position tracking, allocation changes, and decision history.

This is your wealth dashboard, designed to give you full transparency over your capital, with complete autonomy.

‍

Security & Control

Do I retain full control of my capital?

Yes, entirely. You hold your securities in your own name within a standard brokerage account opened with a first-tier financial institution. Anders Invest never has access to your funds and holds no power of attorney. We act exclusively as an advisor. The capital, the securities, and the final decisions all remain entirely yours.

‍

Are my funds safe?

Your capital is held in your own securities account with a regulated financial institution. Anders Invest does not hold, transfer, or manage any funds. We have no access to, nor signing authority over, your assets. Your securities are protected by asset segregation mechanisms and applicable regulatory safeguards

Is Anders Invest regulated?

Yes. Anders Invest is registered with ORIAS under No. 26002123 as a Financial Investment Advisor (Conseiller en Investissements Financiers, CIF), and is a member of the Chambre Nationale des Conseillers Experts Financiers, under the supervision of the Autorité des Marchés Financiers. This accreditation ensures full compliance with regulatory obligations relating to investment advice, conduct, and client protection.

‍

What is the applicable taxation?

Capital gains and dividends generated within a standard brokerage account are subject to the Flat Tax (Prélèvement Forfaitaire Unique, PFU) at a rate of 31.4%, or, alternatively, to the progressive income tax scale if this is more favourable to your personal situation.

During the wealth assessment phase, we integrate the tax dimension into the construction of your strategy. We do not act as tax advisors, but we ensure that every decision is made with full awareness of its implications.

The essentials is said privately.

A strictly private, no-obligation consultation for situations that warrant a unique and in-depth perspective.

Share your situation with us

Build your wealth

What our clients ask before starting.

The essentials is said privately.

pages

contact