Shaun sits down with managing principal of Jack Lingo Asset Management, Doug Motley, to discuss the importance of fee structures and alignment of interests in investment strategies. The conversation delves into various types of fees, including asset management, acquisition, and disposition fees, and examines how different fee structures can impact investor returns. Doug also shares insights from his firm's practices and contrasts them with other industry standards, emphasizing the long-term benefits of alignment and transparency in fee structuring. The discussion aims to help listeners underst
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
