Raymond James targets small investors with bundled pricing launch

clock

Raymond James has launched a bundled pricing model on its platform as part of a drive to attract smaller investors.

The bundled pricing model will sit alongside Raymond James' semi bundled and unbundled pricing options, filling a gap in the firm's pricing structure. The new model will charge a flat rate of 0.33% based on total assets, which includes fund trades. It will sit alongside its existing semi-bundled and unbundled options, which have charges of 0.25% and 0.15% respectively. Raymond James said the move will enable users to segment their client bases more effectively. It is targeted at wealth managers' lower net worth clients, who typically have assets between £50,000 to £150,000. P...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Your questions answered by Aberdeen at the Best Ideas summit

Event Voice: Your questions answered by Aberdeen at the Best Ideas summit

Global infrastructure equity is a top equity pick for H2 2025, says Aberdeen’s Ross McSkimming.

Ross McSkimming, Head of Equities Investment Specialists, Developed Markets, Aberdeen Investments
clock 22 May 2025 • 4 min read
Investment Week reveals Leaders List 2025

Investment Week reveals Leaders List 2025

Honouring investment change-makers

Katrina Lloyd
clock 21 May 2025 • 3 min read
UK considering cut on cash ISA tax free allowance – reports

UK considering cut on cash ISA tax free allowance – reports

Attempt to boost UK stock market

Patrick Brusnahan
clock 16 May 2025 • 2 min read
Trustpilot
Loading page