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WAYT S2E12: Guest Colin Overweg, CFP® - Fee Structures and What You Should Know

1:07:52
 
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Manage episode 313163765 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Colin Overweg joins me to discuss fee structures in financial planning. We talk about what types of clients might be the best fit for each type of model and also discuss the pros and cons of each model for both the advisor AND the client.

Colin utilizes the flat-fee model for a lot of his clients, so make sure you stick around to listen who that model is best suited for.

AUM or percentage-based fees

00:00 - 22:00 (AUM pros and cons 13:00)

Flat fees

22:00 - 41:00 (33:00 Pros and cons of a flat fee)

Commission-based

41:00 - 46:00

Hourly fees

46:00 - 53:30

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 313163765 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Colin Overweg joins me to discuss fee structures in financial planning. We talk about what types of clients might be the best fit for each type of model and also discuss the pros and cons of each model for both the advisor AND the client.

Colin utilizes the flat-fee model for a lot of his clients, so make sure you stick around to listen who that model is best suited for.

AUM or percentage-based fees

00:00 - 22:00 (AUM pros and cons 13:00)

Flat fees

22:00 - 41:00 (33:00 Pros and cons of a flat fee)

Commission-based

41:00 - 46:00

Hourly fees

46:00 - 53:30

  continue reading

30 episodes

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