Saunderson House readies total cost rate card

clock

Saunderson House is coming up with a total cost of ownership fee structure that will include all advisory, platform, fund and investment costs.

The wealth manager and IFA is developing a total cost of ownership rate card which will lay out upfront charges for all investment costs and services. Chris Sexton, investment director, said he hopes to come up with a range of models which will tell a client upfront how much they will pay, depending on their level of assets and services required. "We are working on a total cost of services project at the moment which is about how much clients are paying across the board," Sexton said. "It is about telling clients: ‘You have £x million of funds, what is it for your platform, your i...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read
Four key questions to guide informed investment decisions

Four key questions to guide informed investment decisions

Does the story make sense?

Gabriel Sacks
clock 12 June 2025 • 4 min read
Neil Woodford to charge up to £70 a month to access portfolio platform

Neil Woodford to charge up to £70 a month to access portfolio platform

W4.0 launches

Cristian Angeloni
clock 06 June 2025 • 2 min read