Wealth Management Fees: The Real Charges

The wealth management industry is as competitive as ever and fee transparency is on the rise. It is therefore vitally important to have a competitive charging structure as clients are now more aware of what other providers are offering.

Through extensive desktop research Compeer have discovered charges for over 90 wealth management firms, covering services such as bespoke discretionary portfolio management (direct and via an IFA), standardised MPS (via an IFA), financial planning and integrated wealth management. As part of this subscription we are sharing all of the charges found on a firm by firm basis.

With this information a charge comparison tool is provided in which your firm can dynamically compare your charges with this group of your major competitors. Additional functionality allows you to model any new charging structure to assist with understanding your positioning for a variety of client parameters. Also, with all of this information sourced from the public domain, firm names are provided throughout.

Example Documents

Please find below links to download examples of Compeer’s report and comparison tool for Discretionary Charges.

Example Wealth Management Charges Report

Download an example template for the wealth management charges report.

Wealth Management Charges Comparison Tool

Download a working example of the comparison tool, select the firms you want to include, adjust the parameters and watch the table and charts update automatically.

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