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WAYT S2E12: Guest Colin Overweg, CFP® - Fee Structures and What You Should Know
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
30 episodes
Share
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
30 episodes
All episodes
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Similar to What Are Your Thoughts?
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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continue reading
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…
continue reading
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