Can you still count on service when it matters most?
Call centers and ticketing systems don’t cut it. You deserve access to people who know your business—and are invested in helping you succeed.
What are you really paying for?
If your fees are going up, your expectations should too.
What are you really paying for?
As service models shift toward asset-based pricing, are you receiving more benefits for the higher costs?
You may be paying for:
- Outdated or disjointed technology
- Limited access to service teams
- Paper statements and tax documents
- A shrinking experience that no longer aligns with how you want to grow
Cost should come with value—and your custodian should help you scale, not settle.
When it’s time to make a move, choose a partner that moves with you.
Switching custodians is a significant decision. But the real cost could be staying with a provider that no longer meets your needs.
Use the chart below to compare the true value behind the numbers—and when you’re ready, let’s talk about what a better experience looks like with SEI.
| SEI* | Your custodian | |
|---|---|---|
| Custody fee schedule | 1 page | ? |
| Number of additional fees1 | 6 | ? |
| Paper statement fees | No | ? |
| Mutual fund surcharge transaction fees | No | ? |
| Paper confirm charges | No | ? |
| Payment for order flow | No | ? |
| Hypothecation | No | ? |
| Client assets held in client's name—no commingling of investor funds | Yes | ? |
*Custody provided by SEI Private Trust Company.
Three questions you should ask when exploring custodians.
Does your tech ecosystem move you forward — or hold you back?
Disconnected tools and clunky integrations waste time and limit scale. Your tech should simplify your day, support your growth, and create a better client experience.
Does your custodian participate in payment for order flow or offer "commission-free" trades?
If they participate in payment for order flow practices, the custodian has an inherent conflict of interest in order-routing decisions and client trades may not be executed at the best price.
Staying put could cost more.
Discover the difference.
1 Additional fees include: Special asset service fees, small account fees, wire fees, overnight fees, stop pay fees, account closing fees.
See one-page SEI Wealth Platform Fee Schedule for full detail and description of fees.
Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI).
Current custody fees may be found in the Custody Agreement. Additional services provided by SEI affiliates and subsidiaries will incur additional fees.