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

The Year of the Fire Horse – will China gallop ahead?

The Year of the Fire Horse – will China gallop ahead?

'Beneath the volatility, structural trends emerge'

Janet Mui
clock 26 February 2026 • 3 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Simply balanced: supporting client goals through growth and diversification

Watch Professional Adviser's Working Lunch with Baillie Gifford - Simply balanced: supporting client goals through growth and diversification

Catch up on the discussion

Professional Adviser
clock 26 February 2026 • 1 min read
Should advisers now be actively considering private markets?

Should advisers now be actively considering private markets?

Rethinking accessibility and diversification

Grant Callaghan
clock 26 February 2026 • 4 min read