EBCO Trustee Services Ltd LIAB Co

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EBCO Trustee Services Ltd LIAB Co
CRD #338094
SEC #801-134604
CIK #
AUM 44.7 M (2026-02-02)
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone41916955090
AddressVia Emilio Bossi 12D
Chiasso Ticino, Switzerland
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
504030201002010201520212027
Fees and Compensation — Form ADV Part 2A (2/2/2026) [Brochure]
5. Fees and Compensation

Advisory Fees

Ebco Trustee Services Ltd. charges advisory fees based primarily on a percentage of assets under management
(AUM), typically ranging between 0.50% and 1.50% per year. Fees are calculated based on the market value of
the assets in the client’s account as of the last business day of each calendar quarter and billed quarterly in
arrears.
Account Minimums and Types of Clients — Form ADV Part 2A (2/2/2026) [Brochure]
7. Types of Clients

Ebco Trustee Services offers investment advisory services to a diverse client base, including high-net-worth
individuals and trusts. The firm customizes its investment approach to align with each client's unique financial
goals, risk tolerance, and applicable regulatory requirements.

While there is no firm-wide minimum account size, specific investment strategies may be better suited for
clients with larger portfolios, as this enables more efficient diversification and cost management.

Clients benefit from tailored wealth management solutions that cater to a range of needs, from individual
investors to complex trust structures.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 6 2.0
(b) Individuals (high net worth individuals) 4 21.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 21.0
(n) Other 0 0.0
Total 18 44.7
By Discretionary
Discretionary 18 44.7
Non-Discretionary 0 0.0
Total 18 44.7
By Non-United States Persons
Non-United States Persons 30.2
United States Persons 14.5
Total 18 44.7
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
LEICHE-111.713.961
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