Comments on: What Is the Highest Quality Financial Planning Advice?

By: Ed Rempel

Ed Rempel — Sat, 31 Dec 2022 18:32:15 +0000

In reply to Daren.

Hi Daren,

All the returns I mention for our portfolio managers are after all fees – including ours. We try to pay for ourselves entirely be recommending elite portfolio managers with above index returns over time after all fees, including ours.

The All Star Fund Manager portfolio manager is mostly in corporate class mutual funds right now, but may include ETFs or even private equity in the future. They are considering the top actively-managed ETF now. They are searching for the world’s best investors that we can access here and could invest with them in whatever form they use.

Our fees are on the amount you invest. We do expect to continue to pay for ourselves entirely with outperforming portfolio managers over time.

By: Ed Rempel

Ed Rempel — Sat, 31 Dec 2022 18:26:50 +0000

In reply to doug krause.

Hi Doug,

Thanks for pointing it out. I posted Part 2 with the rest of the video.

By: Daren

Daren — Sat, 10 Dec 2022 01:11:05 +0000

Hey Ed, enjoyed your video and found it very informative. Could you clarify if the returns shown for the All Star fund managers are net of manager fees? Also, is that for corporate class funds?

When you recommend clients take on leverage via margin or no-call investment loans, do you charge your fee on the gross invested assets or on the client’s net equity?

By: doug krause

doug krause — Thu, 08 Dec 2022 23:46:09 +0000

The Video cuts of before you cover all the subjects including how your portolio managers have perfomed…