AUM Financial Planner Defends AUM Fees
Summary
In this episode, Mindy Jensen and Scott Trench of BiggerPockets Money interview Ryan Sterling, CEO of NerdWallet Wealth Partners, to discuss the pros and cons of AUM (assets under management) versus flat fee models for financial planning. Ryan defends the AUM model, addressing concerns about costs, conflicts of interest, and transparency, while highlighting its benefits for client outcomes and long-term engagement.
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