EPISODE · Jun 2, 2023 · 31 MIN

The Problem with AUM fees

from FPO&G: Financial Planning for Oil & Gas Professionals

In this episode, Justin and Jared discuss the issues with assets under management (AUM) fees. We review the conflicts of interest, the balance sheet issues it creates, and what alternatives are available. For more information and show notes visit: https://bwmplanning.com/episode52Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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The Problem with AUM fees

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This episode is 31 minutes long.

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This episode was published on June 2, 2023.

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