The assets under management model is a valuable fee structure because it ensures accountability and follow-through for individuals who might otherwise fail to implement necessary financial plans.

“The only reason they got a return was because they paid that fee. So I think the whole drag on returns thing is overplayed especially when I have the service that I do now as a nonregistered person just called get Joe's take and I have a few people every year that that pay me for an hour of my time ”

The assets under management model is a valuable fee structure because it ensures accountability and follow-through for individuals who might otherwise fail to implement necessary financial plans.

“The only reason they got a return was because they paid that fee.”