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 inv...

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

Why the bull market in precious metals may be starting again

Why the bull market in precious metals may be starting again

Silver and gold again – who would have thought it?

Paul Wood
clock 20 May 2026 • 2 min read
Omnis Investments launches passive range for Openwork and 2plan advisers

Omnis Investments launches passive range for Openwork and 2plan advisers

L&G to run day-to-day investment management

Patrick Brusnahan
clock 19 May 2026 • 2 min read
Digital bank Zopa gains targeted support authorisation

Digital bank Zopa gains targeted support authorisation

Receives regulatory approval for investment products

Sophia Panayi
clock 19 May 2026 • 1 min read