A Smarter Way To Invest, Inc
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Overview
A Smarter Way To Invest, Inc is an advisory company located in Brighton, Michigan. It administers $75.2 million in assets under management over 592 accounts. The company has a small team, including 2 financial advisors. A Smarter Way To Invest, Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, stocks and bonds.
A Smarter Way To Invest, Inc manages all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell decisions without needing to seek the client's approval. A Smarter Way To Invest, Inc manages about $127,017 for every account. An average financial advisor at A Smarter Way To Invest, Inc administers around 296 client accounts.
The firm's central office is at 1024 E. Grand River Ave, Brighton, Michigan 48116. A Smarter Way To Invest, Inc is allowed to provide services to customers across 2 states, including Colorado and Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
A Smarter Way To Invest, Inc by the Numbers
$75.2 million
2
592
$127.0 thousand
Fee Structure
Fees for financial management usually depend on the type of services provided. Fees billed by A Smarter Way To Invest, Inc typically consist of the following fee type: asset-based. A Smarter Way To Invest, Inc participates in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
A Smarter Way To Invest, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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